IRA Valuations

Valuation Services

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

Our Services

Valuations for Complex Assets

IRA and Solo 401(k) Valuations

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

Distribution and Roth Conversion Valuations

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

RMD, Inherited IRA, and Custodian FMV Valuations

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

LLC and Trust Valuations

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

Real Estate Investment Valuations

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

Private Equity and Fund Valuations

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

Why It Matters

Qualified Third-Party Valuations

Compliance Support

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

Potential Tax Savings

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

Specialized Perspective

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

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Need a Valuation?

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