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.
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.
A Qualified Third Party Valuation is
REQUIRED on NON-Conforming Assets
LLC and Trust Valuation
Private Equity and Funds
The IRA LLC or the 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.”
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.