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Why Do I Need to Update the Fair Market Value of My Self-Directed IRA?

by IRAR Trust Company on (October 25, 2018)

Don’t you hate it when a simple process gets overcomplicated? Us too.

Updating your self-directed IRA’s fair market value isn’t hard, especially at IRAR. There are times when your assets’ value needs to be updated— and when that happens, we’re here to help. We make the process easy to understand and simple to complete. Just fill out one form, provide us with documentation supporting your asset’s new value, and then your part is done.

Ready to try for yourself? Let’s get started:

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Topics: Fair Market Valuation (FMV)

Removing A Worthless Asset From My Self-Directed IRA

by Tony Bathey, Office Management & Accounts Receivable on (July 11, 2018)

Unfortunately, sometimes an asset you've invested in doesn't end up paying off. If the company has gone bankrupt or just lost its value, you may want to consider removing the asset from your account— especially if you'll need to take your required minimum distribution (RMD). Talk to a financial professional and if this is what you need to do, here's the process: 

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Topics: Self Directed IRA Rules, Fair Market Valuation (FMV)

Update the Fair Market Value (FMV) of Your Real Estate IRA

by Veronica Alvizar, Real Estate Associate on (May 17, 2018)

Are you transferring, selling, or distributing your self-directed assets? Are you taking your yearly required minimum distribution? Is it December and your IRA custodian is asking for an updated “FMV”?

If so— you’ll need to update the fair market value of your IRA’s assets. It’s a simple process, especially at IRAR, but it must be done annually (and whenever you do a “taxable event”, like a sale or distribution).

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Topics: Self Directed IRA Rules, Real Estate IRA, Fair Market Valuation (FMV)

How to Properly Report the Fair Market Value (FMV) of your Self-Directed IRA

by Yvonne Garcia, CMO on (November 17, 2017)

If you have a self-directed IRA, at end of the year you'll receive a notice from your IRA custodian requesting you update the value of the assets in your account. This is called a “Fair Market Valuation” (or FMV) and it is used to adjust the value of an asset in your account— and with that, the total value of your IRA.

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Topics: Self Directed IRA Rules, Fair Market Valuation (FMV)

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