We are a quarter of the way into 2016 and we have a few new things to update you on here at Provident Trust Group. First, we would like to congratulate our CEO, Theresa Fette, on being recently awarded the Gayle Pettus Pontz Award from the University of Arkansas School of Law Women's Law Student Association! Check out her featured article in the Inside Scoop section below.
Second, there are a few important dates to be aware of this spring. April 15th is the IRS deadline to make contributions to your IRA for the previous year. Please complete a Deposit Submission Form if you would like to make a contribution to your account. Also, on May 2nd, contribution recharacterization requests are due to Provident Trust Group. If you have any questions, you can find more information on our website.
Lastly, if you've emailed questions to us recently, you may have noticed a slight change to your inbox. We have implemented a new ticketing system that will enhance and improve our ability to serve you.
As always, we are thankful for your business. We hope you have a happy spring season!
PROVIDENT REMINDERS
With tax season coming to an end, we are experiencing both higher call volumes, as well as an increase in the number of deposits being processed. To ensure your deposits are being processed before the April 15 contribution deadline, be sure to use our Deposit Submission Form. We appreciate your patience during this time and look forward to serving you!
Provident Trust Group's office will be closed
May 30th
in observance of Memorial Day.
Employee Word to the Wise
"F
orm 5498s are filed with the IRS in May. 5498s include the Fair Market Value of your account as well as any contributions you made in 2015. You can expect to receive your copy of the 5498 by the end of May.
Bereniz Casteneda, Revenue Specialist, Provident Trust Group
Tax Calendar Reminder
April 15th is the IRS deadline to make contributions to your IRA for the prior year.
On May 2nd, contribution recharacterization requests are due to Provident Trust Group.
Don't Miss Deadlines!
Download our Tax Calendar so you're aware of important dates and deadlines in 2016! Reminders will also be posted on our social media accounts.
Provident's CEO, Theresa Fette, Awarded the Gayle Pettus Pontz Award
The University of Arkansas School of Law Women's Law Student Association recently honored Theresa Fette with the Gayle Pettus Pontz Award to recognize her for her accomplishments throughout her career and her role in advancing female entrepreneurs.
Understanding the Difference Between a Traditional and Roth IRA
Learning the differences between Traditional and Roth IRAs can help you make an educated decision when choosing an account type for your retirement savings. We have created a free infographic with a list of things to consider!
The information provided herein is for educational and informational purposes only, and should not be construed as any investment, financial, legal, or tax advice. Additionally, the information contained herein does not constitute an offer by Provident Trust Group to invest or to provide management/advisory services or a recommendation to enter into any securities transactions or investment strategies, and is subject to correction, completion and amendment without notice.
