2015 Reporting Requirements for IRAs

Beginning in 2015, the IRS is requiring additional mandatory reporting of values within IRAs and Roth IRAs. The assets that will be requiring additional reporting are the hard-to-value assets, or assets without a readily available fair market value (FMV). These new reporting requirements indicate that the IRS is looking more closely at IRAs that hold … More 2015 Reporting Requirements for IRAs

NewRetirement.com Interviews CEO Theresa Fette

Las Vegas’s Provident Trust Group gives the retiree the tools to best prepare for retirement in today’s economy, and takes it even one step further, allowing their clients to monitor and direct their own IRAs, as well as invest in “alternative assets,” resources outside of the traditional stocks, bonds, and mutual funds. Provident Trust Group’s CEO … More NewRetirement.com Interviews CEO Theresa Fette

CSO Nate Wheatley Featured on CBS Local

Nate Wheatley, Chief Strategy Officer of Provident Trust Group, has held several high-level positions, including partner at various law firms and active-duty member of the U.S. Army for five years with a role as an Arabic linguist. He is also an advisor for Venovate Holdings Inc., which matches investors with alternative assets, and a business … More CSO Nate Wheatley Featured on CBS Local

Five Surprises Of Retirement Income Planning

As Americans grow older they are faced with many decisions. Retirement income planning is one of them. Preparation for the future is important when you are deciding on whether or not you can pay the bills. Americans may not have enough or the right information when they are faced with these critical decisions. Source: David … More Five Surprises Of Retirement Income Planning