IRA Valuations

Real Estate Appraisals, Financial Planning

About us

IRA Valuations provides an independant appraisal of the assets held in retirement accounts. Some of the reasons you may need this are: It is the end of the year and the custodian has asked the IRA owner for it The IRA owner is converting their IRA to a ROTH IRA The IRA owner has just inherited the IRA The IRA owner has reached the age of minimum distribution requirements Because private investments are becoming more popular investment vehicles in IRAs, there are more people in the situation of needing a Fair Market Valuation report. Ask us about discounted valuations for LLC interests held in your qualified retirement account.

Business highlights

15 years of trusted experience

Services we offer

For a fee, starting at $300, We will provide you with an appraisal report as well as sign Fair Market Valuation forms required by your Account Custodian. We appraise Real Estate, Precious Medals, LLC and other Company Interests, Notes, Contracts, and Tax-Liens.

Services we don't offer

We do not appraise assets that are considered prohibited investments for Qualified Retirement Plans.

Amenities

Free Estimates
Yes
Warranties
Yes


Accepted payment methods

American Express
Check
PayPal

Reviews

5.01 Reviews
Number of StarsImage of DistributionNumber of Ratings
5
100%
4
0%
3
0%
2
0%
1
0%


Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0
Showing 1-1 of 1 reviews

Steven B.
10/2019
5.0
financial advisor, real estate appraisal
  + 0 more
Joe and Shaleigh provide excellent advice and timely evaluations of IRA's related to private equity, loans, real estate, LLC's etc. for a nominal cost and have saved me $$thousands on taxes for several of my IRA investments.
Description of Work: Valuation of IRA for Private Equity investments and LLC's

Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro
$300

    Contact information

    3824 206th Pl NE, Sammamish, WA 98074

    iraevaluations.net

    Service hours

    Sunday:
    Closed
    Monday:
    8:00 AM - 6:00 PM
    Tuesday:
    8:00 AM - 6:00 PM
    Wednesday:
    8:00 AM - 6:00 PM
    Thursday:
    8:00 AM - 6:00 PM
    Friday:
    8:00 AM - 6:00 PM
    Saturday:
    Closed

    Licensing

    State Contractor License Requirements

    All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves. To find more licensing information for your state, visit our State Contractor License Requirements page.

    *Contact business to see additional licenses.


    Service Categories

    Real Estate Appraisals,
    Financial Planning

    FAQ

    IRA Valuations is currently rated 5 overall out of 5.

    Sunday: Closed

    Monday: 8:00 AM - 6:00 PM

    Tuesday: 8:00 AM - 6:00 PM

    Wednesday: 8:00 AM - 6:00 PM

    Thursday: 8:00 AM - 6:00 PM

    Friday: 8:00 AM - 6:00 PM

    Saturday: Closed

    IRA Valuations accepts the following forms of payment: American Express,Check,PayPal
    Yes, IRA Valuations offers free project estimates.
    No, IRA Valuations does not offer eco-friendly accreditations.
    No, IRA Valuations does not offer a senior discount.
    No, IRA Valuations does not offer emergency services.
    Yes, IRA Valuations offers warranties.
    IRA Valuations offers the following services: For a fee, starting at $300, We will provide you with an appraisal report as well as sign Fair Market Valuation forms required by your Account Custodian. We appraise Real Estate, Precious Medals, LLC and other Company Interests, Notes, Contracts, and Tax-Liens.
    We do not appraise assets that are considered prohibited investments for Qualified Retirement Plans.

    Contact information

    3824 206th Pl NE, Sammamish, WA 98074

    iraevaluations.net

    Service hours

    Sunday:
    Closed
    Monday:
    8:00 AM - 6:00 PM
    Tuesday:
    8:00 AM - 6:00 PM
    Wednesday:
    8:00 AM - 6:00 PM
    Thursday:
    8:00 AM - 6:00 PM
    Friday:
    8:00 AM - 6:00 PM
    Saturday:
    Closed