Adam Talks – Valuing Your Self-Directed IRA. What You Need to Know

by | Nov 8, 2022 | Self Directed IRA | 2 comments




How to value your alternative assets in a Self-Directed IRA:

For most of us, our retirement account is our greatest source of wealth, so it’s important to know what it’s worth. Not only do you care, but the IRS (Internal Revenue Service) also cares about the valuation of your Self-Directed IRA and how you value it. It’s not a difficult concept and you don’t need to be an expert to have a Self-Directed IRA. Typically, it’s not difficult to determine, but we’ll tell you when it is and what you should do.

Discover more videos by IRA Financial:

About IRA Financial:

IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(K) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions.

Learn More: …(read more)


LEARN MORE ABOUT: IRA Accounts

TRANSFER IRA TO GOLD: Gold IRA Account

TRANSFER IRA TO SILVER: Silver IRA Account

REVEALED: Best Gold Backed IRA


See also  Live Q&A Session on Self-Directed IRA and Solo 401k - May 22, 2023
Gold IRA Advantages for Baby Boomers Nearing Retirement
You May Also Like

Ready to deepen your self directed IRA know-how? Rewatch our live webinar hosted on Thursday...

2 Comments

  1. silverrx

    Thank you once again Adam, this video answered the questions I have had about valuing a SD-IRA. I hope you and your family had a great Holiday and New Years. Thank you for the valuable content you provide.

  2. Fuk Censorship

    Happy New Year! I watched your video on the dangers of self-dealing in a self-directed IRA, and I'm still unclear about my situation. I have a production company (LLC) and intend to finance a motion picture from an inherited IRA. Originally, I was gonna (direct) roll over the acct to a traditional IRA w/ vanguard and take the money out as ordinary income. Well, if I roll over this acct. to a self-directed IRA instead, am I able to finance the film through this acct w/o triggering the IRS or is this considered commingling?

U.S. National Debt

The current U.S. national debt:
$34,552,930,923,742

Source

ben stein recessions & depressions

Retirement Age Calculator

  Original Size