If you will be taking a distribution other than available cash, doing a Roth conversion, or engaging in any taxable transactions next year, DO NOT login to provide your valuation(s). See below for more information.
By clicking on these forms below you are subject to a $35.00 administrative fee if you are eligible to enter your valuation on line.
IRA Asset Valuation
Use this form if your asset is neither an IRA LLC or Real Estate.
IRA LLC Valuation
Use this form if your account holds an IRA LLC.
If your IRA LLC is invested in real estate, complete this form – do not complete the form below.
Real Estate Valuation
Use this form if you hold real estate directly in your IRA.
If you hold real estate in an IRA LLC, do not complete this form – you must complete the form listed above.