REI Wealth Monthly Issue 04 | Page 63

WHAT TO DO IF YOU FIND YOU HAVE A WORTHLESS ASSET IN YOUR SELF-DIRECTED IRA KAAREN HALL After I explained this, our account-holder said, “Thanks so much Kaaren, that was quite helpful. If there's any way you could resend the name of the company you use for proving a zero value I'll get on this on get everything wrapped up. I'm so sorry for the trouble and the delay.” Any time there is a taxable event in your IRA such as a Roth conversion or a withdrawal the IRS is going to want proof of the asset value. A good valuator is a self-directed IRA’s best friend. Kaaren Hall Kaaren has helped hundreds of people self-direct their retirement savings. A native of California, she has a 16-year background in Real Estate, Property Management and Mortgage Lending. She has worked at such companies as Bank of America, Centex ???W2??V?FR???W2?B??G??2&???6?Rw2?V?B&V?W7FFR?6V?6R??v6???wF???FW?2?@?6?f?&???B?fRb?V?F??6V?6R??6?f?&????W"6?????TF?&V7B?$6W'f?6W2???2??ffW'26V?b?F?&V7FVBVGV6F????B6W'f?6W2F????fW7F?'2?&?f?F??rW?6V??V?B7W7F??W"6W'f?6R??&V??2V&?27V?W"?B?7FW ???WGv?&?W"???F?W"?bGv??6?R?fW2???&?vR6?V?G???b??R?fRVW7F???&?WB??rF?W6R??W"?$F?6V?b?F?&V7FVB??R6?6??F7BW2?W&R@???f?TF?&V7D?$?6???"BsB?Cc?SSR??W"vV'6?FRFG&W72?2wwr?TF?&V7D?$?6????