IRA Valuations of Alternative Assets

J&M specializes in delivering IRA valuations (limited scope) for individuals, custodians and trust companies that meet all regulatory requirements and are completed in a timely manner at a competitive price. Our valuations meet IRS requirements for both annual IRA reporting and Roth conversions.

Call 630-790-4205 to discuss your IRA valuation needs

Our reports meet the

IRA Account Valuation Requirements

  • Provide a Fair Market Value (rather than a capital account balance, cost basis, etc.)
  • Completed on an annual basis
  • Have sufficient documentation to support the value (i.e., written reports with supporting exhibits)
  • Collect financial statements or other documentation, as necessary
  • Customizable valuation report formats to meet your specific requirements
  • Provide management reports to you on a regular basis to efficiently manage the valuation project
  • Completed by a qualified, independent third party unrelated to
    • The trustee
    • The beneficiary/investor
    • The private entity being valued

What is your need?

IRA Assets Requiring Valuations

J&M has experience in providing valuations of many types of alternative assets held in IRA accounts including:

  • Real estate partnerships
  • Closely held business interests
  • Private partnerships
  • Limited liability companies
  • Promissory notes
  • Private investment funds
  • Oil and gas interests
  • Mineral interests

Experience You Can Trust


J&M Asset Management, Ltd. is a qualified, independent, third party expert with over 80 collective years of combined experience in valuing privately held alternative investments. J&M has been providing IRA valuations of these types of investments to banks, custodians, trust companies and individuals for over 20 years. Our reports meet all of the regulatory requirements, are thorough, well documented, and supported by financial statements and exhibits. In addition, J&M delivers it reports in a timely manner and has competitive pricing.