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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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