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”
