Now that you’ve taken the first step to securing your financial freedom by opening your Self-Directed IRA Account, take control by making the investments in the assets of YOUR choice.
Have you funded your IRA account?
There are three ways to move funds into your IRA account:
Option 1: IRA-to-IRA Transfer
One of the most common ways to fund your account is via Transfer of accounts. For information on what an IRA-to-IRA transfer is, click here.
Option 2: Direct / Indirect Rollover
Moving funds from an Employer Sponsored Plan to your IRA is simple to do. For more information on the difference between Direct and Indirect, click here.
Not sure if you can roll funds from one account to the other? We’ve created a straightforward guide to break down what your options are. Click here to download the Rollover Option OneSheet.
Option 3: New IRA Contribution
A new contribution to your IRA is the easiest way to start down the road to retirement freedom! To learn more about the specifics of contribution limits, please visit www.irs.gov.
Is your account funded? Start Investing!
Once you have identified an investment you would like to make:
- Download and complete the Direction of Investment Form.
- Attach the necessary purchase documents for your investment.
- Simply mail the documents to us.
Important: Your IRA is considered the legal owner of this investment. As such, all documents must reflect this ownership. Failure to title the asset correctly may cause delays and/or tax consequences. The correct vesting for all investment documents should be:
“Provident Trust Group, LLC FBO: your name and account number“
Once we have received the investment documents, we will work with you to handle the processing and reporting to ensure your investment purchase is as effortless as possible.
Not sure what to do next?
Take a look at some of the educational materials we’ve put together to help explain the self-directed IRA world.
What types of investments are acceptable in an IRA.
Articles & Publications
Experts share how a self-directed IRA can benefit you.
Frequently Asked Questions
A comprehensive list of questions you probably have.