TAX-ADVANTAGED FUTURES INVESTING
Many investors have chosen to trade futures, commodities or forex in Individual Retirement Accounts (IRAs) to further diversify their retirement portfolios. Millennium Trust has over 15 years of experience assisting self-directed investors who wish to establish Traditional, Roth, SEP, Simple IRAs, or a Solo 401(k) for the purpose of trading futures, commodities or forex.
In order to maintain an IRA's tax-advantaged status while trading futures, all funds must flow through a qualified IRA custodian. The custodian's role is to open the IRA, move money in/out of the trading account held by the IRA and provide all required tax reporting.
Millennium's dedicated Futures Client Service team utilizes their knowledge of the futures industry to provide the highest level of service to individual investors and FCMs, CTAs and IBs.