Valuation Services

Independent fair-market-value reporting for complex retirement account assets and compliance needs.

Valuations for Complex Assets

Independent fair-market-value reporting for self-directed retirement accounts and non-conforming assets.

Support informed in-kind distributions and Roth conversions with a qualified third-party valuation.

Document fair market value for required minimum distributions, inherited IRA distributions, and custodian reporting.

Value the entire IRA-owned LLC or trust, including legal restrictions that affect ownership interests.

Valuations for raw land, single-family and multi-family properties, apartments, loans, and partnership interests.

Fair-market-value analysis for ownership interests in businesses, partnerships, and funds.

A qualified third-party valuation is required on non-conforming assets for key IRA and Solo 401(k) transactions.

IRS-allowed discounts may affect the value of an LLC interest when it is distributed or converted to a Roth.

We focus on IRA LLCs, Solo 401(k)s, trusts, real estate, private equity, and fund interests.

Speak with IRA Valuations about your IRA, Solo 401(k), distribution, RMD, or Roth conversion needs.

Call Now