IRA-Owned LLCs valuations
Single-member or multi-member LLCs held within a self-directed IRA, including checkbook-control entities.
Typical Documents
- LLC operating agreement
- Most recent financial statements
- Schedule of underlying assets and liabilities
- K-1s or recent tax filings, if available
What the Report Covers
- Aggregate value of underlying holdings
- Adjustments for liabilities and entity-level items
- Net asset value attributable to the IRA
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