Fair Market Value — Articles

Posts tagged Fair Market Value

Every year industry professionals gather with Ascensus trainers at the Ascend conference. Not only do they get to continue their education and refine their expertise in retirement, health, and education savings plans, but they get to submit questions to our highly-qualified trainers. Here are the top questions asked and answered over the week.

IRAAscensusOctober 17, 2024Beneficiary, Industry Trends & Statistics, Traditional IRA, Rollover, Distribution, Fair Market Value

Know the Risks and Responsibilities Before Offering Hard-to-Value Investments

Offering alternative investment options may be one way to attract and retain IRA clients with large balances. If your organization does offer alternative investments, either directly or through an outplacement relationship, it may face challenges in accommodating your clients’ hard-to-value assets.

IRAAscensusNovember 18, 2021Compliance & Operations, Business Insights, IRA, Fair Market Value, Form 5498