IRA Valuations of Alternative Assets

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

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Our reports meet the

IRA Reporting Requirements

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?

IRA Assets Requiring Valuations

The types of alternatives assets held in IRAs that require a valuation include:

  • Real estate partnerships
  • Closely held business interests
  • Private partnerships
  • Limited liability companies
  • Promissory notes
  • Private investment funds
  • Oil and gas interests
  • Mineral interests

Experience You Can Trust

Choose J&M for Your IRA Appraisal

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.

We Are Here To Help You

For over 20 years, our goal has been to make your life easier

Confused or have questions about what your IRA Trustee or Custodian requires? Contact us, we would be happy to discuss your specific situation and requirements. Call us at 630.790.4205, send us an email or fill out the form on our contact page and we can answer your questions and provide you with a quote.

Helpful Aricles from Our Knowledgebase

Information You Need

Why Do I need an IRA Valuation

Why do I need an IRA valuation of the assets in my account?

The Internal Revenue Service ("IRS") requires that a fair market…

What types of assets need a fair market valuation?

All assets held in IRA accounts must be valued at fair market…
IRA Valuation Risks

What are the risks of not getting a proper IRA valuation of the assets in my account?

The Internal Revenue Service (“IRS”) is aware of IRA valuation…