Self-Direct for Individuals

Provident Trust Group, LLC is an industry leader in providing custodial and administrative services for individual Roth and Traditional IRA allowing you take advantage of the self-directed investment process. 

Provident Trust Group, LLC recognizes the importance of providing resources to our clients. Our team of industry professionals commands an in-depth knowledge and understanding of ERISA as it relates to IRS code and compliance issues for self-directed individual IRA’s.  

One of the first steps in the wealth building and preservation process is to take control and secure your financial future by tapping into the purchasing power of your retirement funds before retirement age without incurring early distribution taxes or penalties and invest in real estate, mortgage notes, tax liens, and more. Examples of potential Self-directed IRA rollover funding sources include:

• Transfer from previous employer 401(k) plan at employment termination or retirement 
• In-service distribution and transfer from an employer 401(k) plan 
• Transfer from a defined benefit or profit sharing plan 
• Rollover from existing IRA accounts 
• Transfer from an Individual 401(k), 403(b), or a SEP IRA account