Some investors prefer real estate because they say it feels more tangible than stocks. After the nation’s financial crisis, Leslye Schiff decided she had had enough of the highs and lows of the stock market and pulled her money out. Instead, she rolled the money she had in her traditional individual retirement account into a … More Investors See Benefit in Using IRAs for Real Estate
Don’t forget—the Traditional and Roth IRA contribution deadline for 2014 is fast approaching. Per the IRS, all checks must be postmarked by April 15, 2015 to qualify as a contribution for the 2014 tax year. There are three ways in which you can make a contribution if you have a qualified account with Provident Trust … More Don’t Forget to Make Your IRA Contribution before April 15
January 13—The Trust Advisor January 18—Vegas Inc. January 23—Inc. magazine January 26—The Cerrone Show podcast
Last Friday, we set the stage for the new year—literally. Provident Trust Group kicked off a celebration to discuss our departmental goals for 2015 and held a special musical experience for employees. A large breakfast assortment was provided before team leaders presented their goals to the company. Each team member wore one of Provident’s new … More Our 2015 Kickoff: Battle of the Bands, City Hall Proclamation and More
Retirement planning is an essential part of rounding out your financial portfolio and investing in your future. While there are various methods of savings vehicles, one of the most common retirement plans is an Individual Retirement Account (IRA). IRAs are not the same as 401(k)s or other employer-offered plan. Source: Rebecca Sheppard, Benzinga
In the daily course of business, a question that comes up rather often is “Why do I need a custodian?” The first thought I have is the sound of my mother’s voice saying, “because I said so.” Only in this case, it is Congress via the IRS instead of my mother issuing the edict. Usually … More Why You Need a Custodian
We have asset custody down to a science.