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 IRA Services?
Please visit our Online Asset Valuation Portal for more details.