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Retirement Knowledge that can take you anywhere.

Frequently Asked Questions

Common questions asked by clients and advisors.

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Self-Directed Glossary

A list of industry terms and definitions.

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Industry News & Articles

News and information in the self-directed world.

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Self-Directed Tax Calendar

Stay aware of important tax dates and deadlines.

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A SELF-DIRECTED ROADMAP TO RELY ON

The Self-Directed Retirement process is slightly different than a typical IRA. So, to assist you in your journey, our Self-Directed Timeline will provide you with important milestones to ensure proper planning so you’re not sidelined with unexpected problems.

Funding Your Account

IRA to IRA Transfer

The movement of retirement assets between two accounts of the same type. Typically, Transfers are the most common funding option.

KEY FACTORS

  • No IRS Reporting
  • No Time or Frequency Requirements
  • No Income Tax Withholding
  • No Value Restrictions

Direct Rollover

The movement of funds between different plan types where the funds are deposited directly into the new institution from the previous institution.

KEY FACTORS

  • Reportable, but Not Taxable
  • No 60-Day Time Limit

Indirect Rollover

The distribution of funds directly to the account owner, who then deposits the funds into another retirement account within 60 days.

KEY FACTORS

  • Reportable & Potentially Taxable
  • Rollover Must Be Completed by the 60th Day
  • One Rollover Per Calendar Year
  • Mandatory Withholding for most Employer Sponsored Plans

What should you expect when moving funds?

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Contact the resigning custodian to verify its requirements to move funds.

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The transfer process may take 1 to 3 business weeks, depending on the institution.

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Almost all resigning custodians require their own paperwork to initiate a rollover.

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Example of rollover check titling:
Custodian Name FBO:
Client Name & Account Number

We’ve got asset custody down to a science

Traditional Assets

These types of assets are commonly found within the stock market.

Alternative Assets

These types of assets are not publicly traded and tend to be less “liquid” than traditional assets.

Prohibited Assets

These types of assets are not permissible in a qualified account or retirement plan.

INVESTMENT OPTIONS TO REACH YOUR IDEAL RETIREMENT

By using a qualified self-directed account, individuals are provided access to investing in both traditional (publicly traded stocks, bonds and mutual funds) and alternative assets (everything else allowable by the IRS). We specialize exclusively in the non-traditional to grant access to the alternative investment world. Once your account is funded, a world of opportunity is at your fingertips.

Do you Have Questions? Let us know!

Existing Clients
(888) 855-9856

Future Clients
(888) 662-0869

WHO WE ARE

With more than 34,000 clients in all 50 states, our elite team of professionals is the premier choice. We offer highly personalized service tailored to your needs, transforming your financial future.

CONTACT US

OUR ADDRESS

8880 W. Sunset Rd.,
Suite 250
Las Vegas, NV 89148

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FAX

(702) 253-7565

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HOURS OF OPERATION

Monday - Friday
6AM - 4PM (PST)
 

EMAIL

info@trustprovident.com

Provident Trust Group, LLC is a BBB Accredited Management Consultant in Las Vegas, NV