6 Factors That Could Delay Your Direct Rollover to a Self-Directed IRA

Qualified retirement plans that were sponsored by a previous employer can be rolled to a Self-Directed IRA in a few easy steps. However, there are a few minor factors that can delay your rollover. Take a look at the tips below to ensure your direct rollover is not delayed so you can make the investments … More 6 Factors That Could Delay Your Direct Rollover to a Self-Directed IRA

Mistake Cost Loved Ones $400,000 of an IRA Inheritance

According to this Yahoo! article, Leonard Smith worked closely with his financial advisors and attorneys to ensure his children received the balance of his retirement funds after he died. Smith lost his battle with cancer in 2008. Unfortunately, a mistake ruined his plans. Smith’s family members noticed a year after his death that his IRA … More Mistake Cost Loved Ones $400,000 of an IRA Inheritance

Provident Trust Group Awarded National and Local Honors in 2014

FOR IMMEDIATE RELEASE Media Contact: 888.855.9856 media@trustprovident.com PROVIDENT TRUST GROUP AWARDED NATIONAL AND LOCAL HONORS IN 2014 LAS VEGAS — Provident Trust Group, a local full-service trust company and premier alternative asset custodian, received recognition of its business and human resources department by local and national organizations during the 2014 awards season. Named one of … More Provident Trust Group Awarded National and Local Honors in 2014

1st Annual Dynasty Trust State Rankings Chart Released

Nationally known estate planning and asset protection attorney Steve Oshins recently published a Dynasty Trust State Rankings Chart at http://www.oshins.com/images/Dynasty_Trust_Rankings.pdf.  Like his annual Domestic Asset Protection Trust State Rankings Chart at http://www.oshins.com/images/DAPT_Rankings.pdf, the Dynasty Trust Chart breaks down the material differences among the leading trust jurisdictions so the end-user can make an informed decision when … More 1st Annual Dynasty Trust State Rankings Chart Released