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How do I provide a valuation to IRA Services?

If you are under 70 years old, you may submit valuations online at Online Asset Valuation Portal.

Otherwise, we provide the following printable forms and instructions to complete the valuation processes required for your account(s): the Valuation for LLC, Valuation for Other IRA Assets and Valuation for Real Estate.  All the Valuation forms can be located at Valuation Section.


What is a valuation?

As it pertains to IRAs, a valuation is a calculation of the current worth of the assets in your IRA. The IRS requires that assets held in IRA accounts be evaluated annually in order to determine their worth, and whether the account has experienced growth over the past year.


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