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Forget the paper. stay online.

OUR SECURE ONLINE PROCESS ELIMINATES THE NEED FOR PAPER DOCUMENTS

We Make Self-Direction Simple

Our simple and straightforward approach to guiding you through the self-directed world is as easy as 1-2-3!

Open Your Account

Our completely electronic application process will have you set up in minutes.

Fund Your Account

Transfer or Rollover old or non-performing retirement assets.

Start Investing

Enjoy investment freedom with a truly self-directed retirement account.

We have created an electronic account process unlike anything in existence within the industry. Our application integrates seamlessly with our accounting software to greatly reduce data errors. By implementing electronic signatures, accounts are created within minutes instead of days.

Our 100% web-based process provides easier form completion and clearer view of holdings and transactions that will assist customers in opening new accounts securely and quickly without any physical paperwork.

Customers can also complete fund transfers from other custodians, electronically initiate investments, as well as manage multiple accounts with a click of a button.

Not Sure What Plan Is Right For You?

Take a minute or two to compare similar plans that may be the right fit for your needs.

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

A world of investment options at your fingertips

Our goal is to help the average investor increase the earning power of their retirement through a much broader range of investment options and benefits.

Do you Have Questions? Let us know!

Existing Clients
(888) 855-9856

Future Clients
(888) 662-0869

WHO WE ARE

With more than 29,000 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