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PROVIDENT TRUST GROUP E-NEWS
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A MESSAGE FROM PROVIDENT
We hope 2016 has been amazing for you so far. Every January we hold an Annual Kickoff Meeting, which sets the tone for the year to come. Over the course of this year, our promise is to become the super versions of ourselves. Our focus will be to improve our services and technology to better serve you, as well as go above and beyond the industry standard.

In the spirit of February's most notable date, we would also like to declare our love for customer service! We are infatuated with improving our relationship with you, our clients. Recently, we asked you to provide feedback in areas for us to focus on, as well as products and services you would like to see soon. We value your responses and are committed to striving towards providing you with extraordinary customer service.

PROVIDENT REMINDERS



Employee Word to the Wise

" It's important that we have current contact information for all clients, beneficiaries and agents. Please remember to update that information as it becomes available so that we can better serve you."

Kevin Baker, Customer Service Representative, Provident Trust Group




Tax Calendar Reminder

On March 1st, completed Fair Market Value ("FMV") Forms and supporting documents are due to Provident for FMV amount updates.

On March 31st,  Provident electronically files the 1099-R, 1099-INT, 1099-Q, and 1099-SA Forms (as applicable) with the IRS.

April 1st is the IRS deadline for those who turned 70½ in the prior year to take their 1st RMD.
 
April 15th is the IRS deadline to make contributions to your IRA for the prior year.





Don't Miss Deadlines!

Download PTG's Tax Calendar so you're aware of important dates and deadlines in 2016! Reminders will also be posted on our social media accounts.







We will be closed on
Monday, February 15
for Presidents' Day.





AROUND THE INDUSTRY

Deductibility of Your IRA Contributions

What tax rules are limiting your deductibility of your IRA contributions?

New Job? What to Do with Your Old 401(k)! 

Discover the different options of what you can do with a 401(k) from a previous employer.

$50 RAFFLE GIVEAWAY
Congratulations Ruth P! 
You are the winner of our December raffle!


Tell us how we're doing! Complete our survey to enter a raffle that could help you win a $50 gift card!

Click here to start the survey 

INSIDE SCOOP

Can Your IRA Hold a TIC Property and Why?

If you fall into the group of investors who tend to gravitate towards the type of investment that is passive and hands-off, tenants-in-common co-ownership model properties may present an attractive option for you.

  Click here to read more

TIPS & TRICKS

What Is a Solo 401(k)? 

What is a Solo 401(k) and what's all the hype? Check out Provident's Solo 401(k) one sheet to learn more about the basics of Solo 401(k)s.

  Click here to download


New Video! What Are Alternative Assets?

Do you know a few people who need help learning more about the basics of Alternative Assets? Use Provident's educational video, "What are Alternative Assets?" to help them learn more!

 Watch it here and share  

FOLLOW PROVIDENT ON INSTAGRAM
Follow us @ProvidentTrustGroup to learn more about self-directed retirement accounts, news around the office, and much more!

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Phone: (888) 855-9856 | Email | Website