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.

Taking a Distribution of an Asset
Converting  an IRA or 401k to a ROTH
Providing a FMV to a Custodian
Distributing an Inherited IRA
Taking a 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 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.

IRC Code Compliance is Key

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