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
Provident Trust Group launches its new Online Portal allowing clients an easier, faster, and more secure way of managing their investment accounts! CLICK THE LINK FOR PRESS RELEASE
You’ve heard the word required minimum distribution before; however, you may not know exactly why it is so important and how it affects your retirement account. We’d like to shine some light on this! Read our educational article, “How Do I…Understand RMDs?”, breaking down all you need to know about your RMD. Read our article … More Do You Understand Required Minimum Distributions? (RMDs)
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More than $146 billion in U.S. retirement assets have flowed into self-directed IRAs over the years, and if the financial professionals who read the Trust Advisor are any guide, the gatekeepers favor Provident Trust Group as the preferred custodian for all that money. A reader survey conducted earlier this year revealed that only 10 independent … More Provident Wins 2015 America’s Best IRA Custodian
What Our New Look Means to Us! Did you know we have a new look? We created a subtle but dramatic change. This redesign marks a fresh chapter in our company’s life. The new logo is unique and original and it displays simplicity. It is a season of positive change and it is a part of … More What Our New Look Means to Us!
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