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WE LISTEN TO YOU

New! Online Portal Has Launched!

The Online Portal assists clients with an easier, faster and more secure way of managing investment accounts!

This new portal includes the abilities to:
  • Open new accounts
  • Complete Electronic Transfer Forms
  • Complete Electronic Direction of Investment Forms
  • View balances, lists of holdings, and transactions
  • View tax documents from 2014 forward
  • Provide real-time information
A word to you from our CEO, Theresa Fette: "We want our customers to feel valued. So, it is important that we continue to make investments in technology."  

We hope that these new features in our Online Portal will help to streamline access to your account!


 We always want feedback! Click the link above and let us know what we can do to provide you with an excellent experience!
EVENTS YOU SHOULD NOT MISS
A full-day of training where self-directed IRA and 401k investors go beyond the basics. The 2nd Annual Self-Directed IRA Summit on Saturday, April 22nd, in Orange County, CA at the Hotel Irving. If you can't attend in person, the Summit is also streamed via live virtual video and recorded for all attendees. 
 
Hosted By:
  

Mat Sorensen
Attorney & best-selling author of  The Self-Directed IRA Handbook 
 
Other Industry-Leading Experts Include: 
  
Mark J. Kohler
Randy Luebke Kendall Stock
Attorney, CPA & 
best-selling author
RFC, Investment Advisor Representative & RMA
Real Estate 
Investor

For a limited time , Provident Trust Group clients will receive  $100
off any ticket option at check out by entering discount code 
"PROVIDENT" 


Visit www.sdirasummit.com to register or learn more!

DON'T MISS DEADLINES!


  2017 Tax Calendar!
 
Download our Tax Calendar so you're aware of important dates and deadlines for the upcoming 2017 Tax Year! Reminders will also be posted on our social media accounts.
 
Click here to download  the 2017 Tax Calendar .



MYTH BUSTERS

"If you earn too much income you can't contribute to an IRA."  

Traditional IRA:  FALSE! It doesn't matter how much you earn, you can contribute to a Traditional IRA!  

Roth IRA:  TRUE!  If you earn $196,000 or more are married and filing jointly or earn $133,000 and are single in 2017, you're ineligible to contribute to a Roth IRA!

"Your non-working (or low income-earning) spouse can't contribute 
to an IRA."   

FALSE!  For example, if a spouse is a stay-at-home parent and is married to someone who is earning money and filing a joint tax return, contributions to a Traditional or Roth IRA can be made on their behalf.

For more Busted Myths, check out "6 Myths About IRAs You Can't Afford to Believe"

DID YOU CHECK?

SurveyImage
  Have you triggered a need to revise your estate plan?
 
Did you know that significant life events and changes could trigger a need to revise your estate plan?

Life events such as marriage, divorce, birth of a child, death of a family member, a change in health status, change of jobs, caring for a special needs child, entering retirement, charitable giving decisions, selling of a primary residence or investing in property could cause a trigger for you to revise your estate plan. 

If any of these have happened to you in the prior year, you should consider the following steps:
  • Confirm annually to check who is assigned as your beneficiary(s)
  • Identify any IRA Beneficiary(s) problems
  • Define your financial and medical/health durable power of attorney
  • Check your accounts for maintaining consistent titles
  • Notify your attorney if changes occur that may alter your estate plan
Have additional questions? Click on the article below for more information.

OFFICE CLOSURES & IMPORTANT DATES

April 17
IRS Deadline to take RMDs for those who turned 70 1/2 in the 
prior year.



May 29
Provident Trust Group will be closed in observance of Memorial Day.


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

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

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