by Lauren Parkin | Oct 27, 2021
IT’S ROLLOVER SEASON Rollovers must be completed by December 31 to be reported to the IRS this for this tax year. That’s why, toward the end of each calendar year, a common question on investors’ minds is whether they should consider rolling over money...
by JulliaHan | Oct 22, 2020
INVEST IN WHAT YOU WANT A self-directed retirement account can open a world of opportunity for you and your retirement. You can choose to invest in what matters to you – using your IRA or other qualified retirement funds. Your retirement dreams are full of...
by Provident Trust Group | Sep 24, 2017
Fast. Easy. Secure. Our online account portal will walk you through the process, step by step. OPEN ACCOUNT Individual 401(k) Plan $495 PER YEAR $150 ESTABLISHMENT FEE OPEN ACCOUNT View Fee Schedule OverviewBenefitsContribution Limits There are various ways you can...
by Provident Trust Group | Sep 24, 2017
Fast. Easy. Secure. Our online account portal will walk you through the process, step by step. OPEN ACCOUNT Simplified Employee Pension Plan (SEP) IRA $445 PER YEAR $150 ESTABLISHMENT FEE OPEN ACCOUNT View Fee Schedule OverviewBenefitsContribution Limits A Simplified...
by Provident Trust Group | Sep 23, 2017
Fast. Easy. Secure. Our online account portal will walk you through the process, step by step. OPEN ACCOUNT Roth IRA $395 PER YEAR $50 ESTABLISHMENT FEE OPEN ACCOUNT View Fee Schedule OverviewBenefitsContribution Limits A Roth Individual Retirement Account (IRA) is a...
by Provident Trust Group | Sep 15, 2017
Forms Select the type of form you would like to complete from the categories below. AllForms Fund AnAccount Make AnInvestment Take ADistribution Update AnAccount Fee Schedule& Disclosures Fair Market Valuation Form It’s time to submit your Fair Market Valuation...
by Provident Trust Group | Sep 15, 2017
Our Role To invest in a self-directed retirement account, the IRS requires you to have a custodian, or a passive entity that executes and administers your investments. That’s where we come in. Before you get started, it’s important to understand your...
by Provident Trust Group | Sep 13, 2017
Our Team When investing through a self-directed IRA at Provident, you get dedicated support every step of the way. EXPERTISE 84% Eligible operations and customer service associates holding the nationally recognized Certified IRA Professional (CIP) designation....
