J&M specializes in delivering IRA valuations (limited scope) for individuals that meet all regulatory requirements and are completed in a timely manner at a competitive price. Our valuations meet IRS requirements for both annual IRA reporting and Roth conversions.
Call 630-790-4205 to discuss your IRA valuation needs
Our reports meet the
The Internal Revenue Service (“IRS”) requires that all IRA assets, including those that are not publicly traded, be valued at fair market value and reported annually to the IRS. Many investors, usually through self-directed IRAs, hold alternative assets that are not publicly traded.
The valuation process for these assets can be complex. The IRS requires that these annual valuations be completed by a qualified, independent, third-party expert that is at arm’s-length from both the investor and the investment.
What is your need?
The types of alternatives assets held in IRAs that require a valuation include:
Experience You Can Trust
J&M Asset Management, Ltd. is a qualified, independent, third-party expert with over 80 collective years of experience in providing valuations of privately held alternative investments. J&M has been providing IRA appraisals/valuations of these types of investments to individuals, custodians and trust companies for over twenty years. Our reports meet all of the regulatory requirements, are thorough, well documented, and supported by financial statements and exhibits. In addition, J&M’s pricing is very competitive.
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Ted Moody2016-10-14 15:00:122016-10-19 17:52:28Why do I need an IRA valuation of the assets in my account?
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Ted Moody2016-10-13 18:48:162016-10-18 14:14:17What types of assets need a fair market valuation?
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Ted Moody2016-10-13 01:52:372016-10-19 17:54:55What are the risks of not getting a proper IRA valuation of the assets in my account?
