IRA Valuations
Do you Need a Valuation of an IRA or a Solo 401(k)?
We can save you Thousands in Taxes.
Great for RMDs, FMV for Custodians, Distributions and Roth Conversions.
Compliance
Third-Party Valuations
An Unrelated Third Party Valuation is often Required. The Experts at IRA Valuations can help you get in Compliance, Saving in Taxes. We specialize in Solo 401(k) and Check Book IRA LLC’s.
Asset Distributions
Taking a Distribution of an Asset or Distributing an Inherited IRA.
Roth Conversions
Converting an IRA or 401k to a ROTH with qualified fair-market-value support.
Custodian FMV
Providing a FMV to a Custodian for non-conforming assets.
Required Minimums
Taking a Required Minimum Distribution with the valuation documentation you need.
Valuation Services
Qualified FMV Support
IRA and Solo 401(k) Valuations
Independent fair-market-value reporting for self-directed retirement accounts.
Distribution and Roth Conversion Valuations
Support for in-kind distributions and Roth conversion decisions.
RMD and Inherited IRA Valuations
Valuations for required minimum distributions, inherited IRAs, and custodian FMV reporting.
LLC and Trust Valuations
Fair market valuations for entire IRA-owned LLCs and trusts.
Real Estate Investment Valuations
Valuations for raw land, homes, apartments, loans, and partnership interests.
Private Equity and Fund Valuations
Valuations for business, partnership, fund ownership, and loans.
IRA LLCs
The IRA LLC or Solo 401(k) LLC
Did you know the IRS routinely allows discounts of 35% on the total value of an LLC owned by an IRA or a Solo 401(k) when distributed or when the LLC is converted to a Roth.
“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 or Solo 401(k) member of the LLC.”
Compliance Focus
More Scrutiny Is Coming
GAO Context
IRC Code Compliance Is Key
In January 2020 the U.S. Government Accountability Office (GAO) issued a special report on IRAs holding “unconventional assets.”
The GAO determined that IRS publications provide limited information for IRA owners with unconventional assets surrounding complex tax rules in four compliance areas.
Independent, qualified valuation reporting can help support accurate fair-market-value documentation.
Request Valuation Assistance
Call (541) 797-3572 or send us your valuation inquiry. We help IRA and Solo 401(k) owners, custodians, and financial professionals with independent fair-market-value reporting.