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IMPORTANT FORM UPDATE
Deposit Submission Form: Easier & More Efficient 
Please note that the  Deposit Submission Form on our website has been updated. This form no longer requires a signature, but will provide us the necessary information to process your funds in a  timely manner. Below are some important reasons to fill out the form:
  • The amount you are sending does not match your amortization schedule.
  • You cannot indicate the purpose of the funds on the memo line of the check, ACH or wire.
  • You have multiple accounts with Provident Trust Group.
  • The funds you are sending need to be deposited into your account in several different ways. For example, the funds should be applied as both principal and interest or as principal and earnings.
Remember, every time you complete a form, please download it from the   Provident Trust Group website  to ensure you have the most 
recent version.

A WORD FROM THE WISE: BEST PRACTICES
Tips & Tricks from Our In-House Experts

Nicholas Vanderberg
Deposit Submission Form: 
For fastest processing, please send all funds to the appropriate address, as indicated on the form. 

Amortization Schedule Payment Information:
If you are making payments on an amortization schedule and decide to make a larger payment than previously agreed upon, please be sure to indicate how much you are sending for the payment as well as the principal.


Incoming Transfer Form:
Please be sure to indicate the account number and the approximate amount being transferred to help speed up the incoming transfer process.

IMPORTANT EVENTS
  
Captivate 2017
"The Money Show"

This 3-day conference has been arranged to connect investors and investees. Lenders will be presenting funds and deals on stage to an audience of high net worth investors. The Captivate 2017 conference will be held on September 10-12, 2017 at the Cosmopolitan Hotel, Las Vegas, NV.

By registering now, Provident Trust Group clients will receive a complementary ticket, valued at $1,295. 

For a FREE ticket use the code:
PROVIDENTVIP


For more information, Click Here for Website  or  contact Ruby Keys at  ruby@geracicon.com with any questions!


Provident Trust Group in no way indorses the Captivate 2017 conference, the Money Show, or any of the participants in the forgoing. Any views shared on the Captivate 2017 conference or the Money Show are not those of Provident Trust Group. Under no circumstances shall Provident Trust Group, or its Officers, Directors, Employees, Members, Agents, Licensors or Representatives be subject to or liable for any actions, representations, warranties, statements, or commitments made by participants or attendees of said conference. 
TAX CALENDAR & IMPORTANT DATES
2017 Tax Calendar! 

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


IRS deadline for re-characterizing  a Roth IRA conversion and for removing an excess IRA contribution, either of which occurred  in the prior year.

Completed RMD (Required Minimum Distribution)  requests due to Provident Trust Group for guaranteed processing for 
in-kind RMDs.

Completed RMD (Required Minimum Distribution) requests due to Provident Trust Group for guaranteed processing for 
cash RMDs.



Click here to download our 2017 Tax Calendar.

Please always be sure to double check the IRS Website for dates and other relevant information. 
YOUR OPINION MATTERS

If you have enjoyed your experience with us, please leave a review!
MYTH BUSTERS

"An individual can make a contribution with alternative assets to an IRA."

Traditional & Roth:  FALSE!  Regular 
IRA  contributions must be in cash! This means, you cannot contribute alternative assets such as property 
to an IRA.

"A re-characterization is the same as a conversion."

Traditional & Roth: False! A conversion is the process of converting a Traditional IRA to a Roth IRA while a re-characterization allows you to undo or reverse a conversion and more.  Each has its own rules and consequences. 

For IRS rules, regulations and consequences click here.
DID YOU KNOW?: POPULAR ARTICLES
Do You Know 
the  Benefits of 
a  Spousal IRA?

IRAs: Spousal IRAs

 
This article explains how spousal IRAs are available for a spouse filing jointly that has the status of unemployed or underemployed. 

For the Full Article Click Here

Do You Know the
Benefits of Having a 
Roth IRA in Regard
to RMDs?
When Am I Required to Take Roth IRA Distributions?

This article explains the benefits of having a Roth IRA in regard to RMDs. Also, how failure to withdraw your minimum distributions can lead to high penalties.


PROVIDENT TRUST GROUP GIVES BACK

Opportunity Village and Provident Trust Group
Provident Trust Group is very proud to announce our volunteer partnership  with 
Opportunity Village and the attendance of our first event!


Opportunities to Last a Lifetime
Pride, Purpose and A Paycheck.

This organization aims to enhance the lives of adults and families of which have intellectual and related disabilities.They provide nearly 2,000 people per year with vocational training, community job placement, life skill enrichment, and more.   

Starlight Ball 

The First Event of Many
Provident Trust Group volunteers had a fantastic time lending a hand at the Opportunity Village Starlight Ball on Friday, April 14, 2017. This annual event is one night that gives the people in the Opportunity Village Community the chance to enjoy a night out. The room was filled with music, laughter and a little dash of magic. All guests were dressed to the nines and in high spirits! 

"We were so thrilled to be a part of giving the guests the best time possible. Their smiles and enthusiasm were so contagious. We can't wait for the next event!" 
- Volunteer

For the full story and more information on Opportunity Village please click the links below!

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.

Copyright © 2017. All Rights Reserved.