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Apr 26, 2021

At the end of every year the IRS requires that you get a market value in your assets that are being invested.

Is it true that getting a valuation in a fund is the easiest thing to do?

In today’s episode of Passive Wealth Show, Bill Fairman, Wendy Sweet, and Jonathan Davis of Carolina Capital Management will answer the “Ugly Question” of the day:

“Why Can't The Fund Manager Provide Valuation To IRA Companies More Easily?”


0:01 – Teaser: “Have you ever wondered if you have an IRA how difficult is it to do your end of the year valuation on your assets?”

0:45 – Introduction

1:08 –

2:39 – Breaking News

8:59 – Do you think inflation will increase?

15:32 – Ugly Question: “Why Can't The Fund Manager Provide Valuation To IRA Companies More Easily?”

26:06 – Aren’t they using the relief money to pay rent?

28:49 – Wednesday With Wendy :

Carolina Capital is a hard money lender serving the needs of the “Real Estate Investor” and the "Small Builder" borrower who is striving to build wealth and generate income for themselves and their families. We offer “hard money rehab loans” and "Ground-up Construction Loans" for investors only in NC, SC, GA, VA, and TN (some areas of FL, as well).

As part of our business practices, we also serve as consultants for investors guiding them to network with other investors and educating them in locating and structuring transactions. Rarely, if ever, will you find a hard money lender willing to invest in your success like Carolina Capital Management.

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#Northcarolinahardmoneylenders #Southcarolinahardmoneylenders #HardMoney #RealEstateInvesting #realestatefinancing #mortgage #privatelending