How Much are Your IRA Assets Worth?

Every year, as an IRA Custodian, Premier Trust is required to file Form 5498 on behalf of our IRA clients, which in addition to reporting contributions made, reports the fair market value of the IRA to the IRS. One of your main responsibilities, as a self-directed IRA account owner, is to provide us with an accurate valuation of the non-publicly traded, alternative assets in your IRA every year as of 12/31 even if the value of the asset has not changed in the past year.

For traded securities like stocks and bonds, these valuations are relatively simple to obtain and can be easily accessed by Premier Trust so, you will not need to provide a Fair Market Value form for them.

A valuation form for EACH non-publicly traded, an alternative asset held in your IRA will need to be completed with notarized signature, by a qualified, independent third party, signed by the IRA owner and returned to us, accompanied by applicable supporting documents, no later than 12/31/2018. This will allow us time to update your account.

Download FMV Form

Visit for more information.

Or call and ask to speak with one of our IRA Specialists at 702-507-0750


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