Self-Directed IRA Blog | Investment and Retirement News from Entrust

Hard To Value Non-Traditional Assets

Written by John O'Scanlon | Apr 26, 2015

THE THREE VALUES | Most non-traditional assets have multiple investors; these investments are known as fractional interest investments, with many investors owning very small portions of the asset. There are three approaches used to value non-traditional assets: the Original Funding Value, the Management Asset Value, and the Fractional Interest Market Value.

To learning more about the differences between these three values, and how to avoid any tax problems when calculating them, read the entire article here