IRA Appraisal or IRA Valuation

Phone: (808) 637-8480

Regular Individual Retirement Account Appraisal

Regular Individual Retirement Account, or IRA, is a form of retirement account that provides investors with certain tax benefits for retirement savings. An IRA appraisal is needed as often the IRA will be invested in stocks, bonds, or mutual funds, but if the IRA is Self-Directed it can invest in real estate, notes, limited partnerships, LLCs, or other alternative investments for which there is not readily available value. Therefore a value must be determined by a valuation or appraisal by an independent expert. The IRA Valuation, or IRA Appraisal value is then reported to the IRS annually.

An IRA Rollover Individual Retirement Account is a tax deferred investment vehicle which allows for the pension, profit sharing, or 401k plan participant to rollover the company plan monies into an IRA and the IRA money continues to compound tax-deferred. The IRA account is taxed gradually each year from age 70 1/2. Often the IRA will be invested in real estate, notes, limited partnership, LLC, or other investment for which there is no readily available value. Therefore a value must be determined by a valuation, or appraisal by an independent expert.

 

Roth Individual Retirement Accounts

An IRA Roth Individual Retirement Account is a tax deferred investment vehicle which for which there is no tax deductible contribution, but the investments compound tax deferred, and some or all of the distributions may be tax free. Often the IRA will be invested in real estate, notes, limited partnership, LLC, or other investment for which there is no readily available value. Therefore a value must be determined by an IRA Valuation, or IRA Appraisal by an independent expert. The IRA Valuation, or IRA Appraisal value is then reported to the IRS. Often a Regular, or Rollover IRA investor may want to convert to a Roth IRA, and pay taxes at the time of the conversion. Often the IRA will be invested in real estate, notes, limited partnership, LLC, or other investment for which there is no readily available value. Therefore a value must be determined by an IRA Appraisal, or IRS Valuation by an independent expert at the time of conversion. The IRA Valuation or IRA Appraisal value is then reported to the IRS. The IRS, Dept. of Labor, and most auditors will only accept Valuations computed, and documented with supporting exhibits, from an independent expert. Valuations from the investor, the investment management, and the investment management's accounting firm, are not acceptable to the above agencies.

CLICK ON IRS VALUATION LETTER

Equity Valuation Associates

Phone: (808) 637-8480

info@evavalue.com

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Telephone: (808) 637-8480 Fax: (808) 637-8482

P.O. Box 91-1297    Waialua, O'ahu, Hawaii    96791