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Investors See Benefit in Using IRAs for Real Estate

Some investors prefer real estate because they say it feels more tangible than stocks. After the nation’s financial crisis, Leslye Schiff decided she had had enough of the highs and lows of the stock...

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February 2015 E-Newsletter

Our February 2015 E-Newsletter is up and running! Click here to read more.

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The Rise of Self-Directed IRAs

There is currently an explosion in the self-directed retirement industry. Following the financial downturn of the last decade, there has been a change in the way people view their investment assets....

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CSO Nate Wheatley Featured on CBS Local

Nate Wheatley, Chief Strategy Officer of Provident Trust Group, has held several high-level positions, including partner at various law firms and active-duty member of the U.S. Army for five years with...

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What is a Self-Directed IRA?

Provident Trust Group values the importance of educating our clients and efficiently relay information to them. If you need a quick way to explain the basics of self-directed IRAs,  use Provident’s...

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PTG’s October Newsletter | Education That Will Take You Anywhere!

Check out Provident’s October Newsletter! Read more about PTG updates, RMDs, and the purpose of IRS Form 5498. Click here to read more! 

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Do You Understand Required Minimum Distributions? (RMDs)

You’ve heard the term “RMD” before; however, you may not know exactly why it is so important and how it affects your retirement account. We’d like to shine some light on this by breaking it down in our...

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