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NEW OFFICE HOURS
We are excited to expand our schedule to better serve you! Our new hours of operation are Monday through Friday from  6:00 AM - 4:00 PM PST.

OPEN NON-QUALIFIED ACCOUNTS ONLINE
HAVE YOU HEARD? 

We have officially launched the electronic version of our Non-Qualified Account Application. In addition to IRA and Solo(k) accounts, you can now complete your new Non-Qualified Account Application without all the hassle of a paper application. A non-qualified account allows you to move investment dollars to our custody and centralize your retirement and directed investments all in one location.

The benefits of opening an account through the Provident Trust Group Online Portal:
  • Convenient: can be done from anywhere with a Wi-Fi or an internet connection
  • Quick: paperless set-up in less than 24 hours
  • Centralized: all your accounts and investments can be in one place (both retirement and non-retirement)
  • Easy Monitoring: you will have the ability to view each investment and the earnings attributed to them via our Online Portal 
  • 24/7 access: to view investment activity via our Online Portal
To access or sign up for your Online Portal, Click Here!

Contact us today to learn more about this new tool and others at  888-855-9856 or [email protected] 

TECHNOLOGY UPDATE

As a part of our continued focus on developing a  world class technology  platform, our Online Portal is now integrated with a dashboard that allows real time  buying and selling of precious metals within your IRA .  These are the industry leading capabilities that we will continue to bring to our clients. 

You can learn more about how this works here!

IMPORTANT DATES & TAX CALENDAR
2017 Tax Calendar!

Deadlines are coming up! Download our 2017 Tax Calendar  so you're aware of remaining 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 for the prior year.


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

Completed Fair Market Value (FMV) forms due to Provident Trust Group for updated valuations to appear on your 2017 statement mailed in January. 



Click here to download our 2017 Tax Calendar.

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

NEW 2018 TAX CALENDAR

Our 2018 Tax Calendar is Now Here!

Download our 2018 Tax Calendar so you're aware of important dates and deadlines for the quickly approaching 2018 Tax Year. Reminders will also be posted on our social media accounts.

Click here to download the  2018 Tax Calendar .


DID YOU KNOW?: POPULAR ARTICLES
What Your Kids Can Do When They Inherit Your Retirement Accounts
Inherited  IRAs
 
This article explains the different options  for children inheriting an 
IRA a ccount.


How to Use a Roth IRA 
as Part of Your Real 
Estate Plan
Roth IRAs

This article demonstrates the benefits of having a Roth IRA in regard to reducing real estate taxes.
 


PROVIDENT TRUST GROUP GIVES BACK


Opportunity Village and Provident Trust Group
Provident Trust Group is very proud to announce the annual  fundraising contest  raised over  $3,000 for Opportunity Village!

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

Opportunity Village is a not-for-profit organization serving adults with intellectual and related disabilities, to enhance their lives and the lives of the families who love them. Opportunity Village is dedicated to helping people become the very best they can be, through vocational training, community employment, day services, advocacy, arts and social recreation.


For more information on Opportunity Village, click the link here!
PROVIDENT TRUST GROUP 2017 CLOSURE DATES
For your convenience, we have included our closure dates for the rest of the year:


Veteran's Day Observed

 
 
Thanksgiving Day

 
 
Family Day 

 
 
Christmas Day 


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