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Valuation

 

What is a valuation?

A valuation is a determination of the current value of the alternative assets held in your IRA.

 

Why do I need to provide a valuation?

The IRS requires the IRA custodian to provide an annual current valuation report of all assets held in the IRA account.  Alternative investments are not publicly traded and therefore require a valuation from the investment sponsor or other validated source.

 

How do I provide a valuation to Forge Trust?

Please visit our Online Asset Valuation Portal for more details.