Ready to take a Distribution or do a Roth Conversion?

We can save you Thousands in Taxes

An unrelated Third Party Valuation is the Key

The Experts at IRA Valuations can help you get in Compliance and Save Thousands in Distribution Taxes

Taking an In-Kind Distribution
Converting to a ROTH IRA
Inherited IRA Distributions
RMD’s – Required Minimum Distribution

A Qualified Third Party Valuation is
REQUIRED on NON-Conforming Assets

LLC and Trust Valuation

Many custodians today require a fair market valuation done on your entire LLC or Trust, and not just on a particular asset owned by your IRA.

Real Estate

We can help you value any type of real estate related investment, including: Raw Land, Single Family, Multi-Family, Apartments, Loans on Real Estate, Partnership Interests.

Private Equity and Funds

Any type of ownership of, or loans to, a business/partnership/fund can be valued. This percentage can be 100% or only a small fraction.

The IRA LLC or the Solo 401(k) LLC

Did you know the IRS routinely allows discounts of 35% on the value of assets that are inside of an LLC when distributed that translates 35% less in taxes?

“The Valuation of an interest in an IRA-owned LLC must consider not only the assets held by the LLC, but the actual legal restrictions that affect their full enjoyment by the IRA member of the IRA-LLC.”

More Scrutiny is Coming

The GAO determined that IRS publications provide limited information for IRA owners with unconventional assets surrounding complex tax rules in four compliance areas:

1 barred investments,

2 prohibited transactions,

3 unrelated business income,

4 fair market value.

IRC Code Compliance is Key

In January 2020 the U.S. Government Accountability Office (GAO) issued a special report on IRAs holding “unconventional assets”

CARES ACT
The COVID Bill

Take Advantage of the CARES Virus Tax Breaks on Distributions up to $100,000

10% Early withdrawal penalty waived.
Spread paying the taxes over 3 years.
Have the ability to repay the Distribution back in 3 years.
Borrow up to 100% of your Solo 401(k) up to $100,000.
Distribute up to $100,000 from current employer Plans.