Real estate has emerged as one of the most popular asset classes for self-directed IRA investors. Some investors like it for the hedge against inflation, while others like the idea of having/owning something tangible, that they understand, and that truly interests them. Some want a property that requires work (often common when “flipping” properties), but… More Can Your IRA Hold a TIC Property and Why?
Dear Provident account holders, watch out for some of your 2015 forms and statements coming in the mail!
This year we had the great honor of being featured in as one of the 2016 most advisor-friendly trust companies in America. Check out the full article here (https://trustprovident.com/Articles/Article_AFTC-2016.pdf)
Every January we hold an Annual Kickoff Meeting which sets the tone for the year to come. This past Monday our staff zeroed in on the strategy for 2016, focusing on upcoming goals, revising processes, and including a little frivolity to the mix. Each department presented their goals to the team in their own unique… More 2016 Kick Off
Keep an eye out for Provident’s 2016 Tax Calendar deadlines and reminders! DL here http://ow.ly/XpPBo
Have a New Job? What to Do With Your Old 401(k)! http://ow.ly/XnIW3
Wishing you good health, happiness, and success in the coming year. #BestMemoriesOf2015