Special Reports
Better Than Gold Alone
The 4 Secrets to Winning Real Estate Deals
The Secrets to Real Estate
Forms and Downloads
Download PDFs from these categories: Open an Account, Fund an Account, Buy/Sell an Asset, Qualified Plan, Existing Asset, Account Changes, Commonly Used, IRS Forms
FAQs
Can my IRA buy a house and rent it? Who gets the rent and who pays the bills/expenses?
Yes – your IRA gets the rent and is responsible for all expenses. CamaPlan will help you set everything up.
Articles
Here are some of our most helpful articles:
Fix-And-Flip Due Diligence Checklist
Benefits of Self-Direction & Tax Advantaged Plans
Three Reasons–at Least–to Invest in Hedge Funds
RMD Calculator
Calculate Your Required Minimum Distribution
Your Required Minimum Distribution (RMD) is based upon the value of your account, your age and, in some cases, the age of your spouse.
Private Lending Checklist
 | Banks continue to constrain lending, and as a result, private lending is taking a more prominent role in the marketplace today. Here is a checklist for private lending and an understanding of the points listed is mandatory for anyone considering this investment. |
Prohibited Transactions
Based on IRS rules you cannot purchase the following in your IRA
• Life insurance • Collectibles (including works of art, rugs, stamps, antiques) • Gems and jewelry • Coins (except certain U.S.-minted coins) • Alcoholic beverages
News
Here are some of our most helpful news posts from CamaPlan:
Who is CamaPlan?
Turning Your IRA Into a Mini-Bank
Why Vault Gold in Your IRA?
Contribution Limits
Refer to this chart for contribution limits, catch-up amounts and annual deductibles for all plan types. For more information, please refer to the IRS Publication for your specific plan. Visit www.irs.gov.
Self-Directed vs. Brokerage- Fees
Refer to this chart for contribution limits, catch-up amounts and annual deductibles for all plan types. For more information, please refer to the IRS Publication for your specific plan. Visit www.irs.gov.
Obtaining a TIN/FIN/EIN
Do I Need a Federal Identification Number?
Ask the Accountant, by Elizabeth A. Cummings, CPA
Do I need to obtain a Federal Identification Number for my IRA? Yes; in certain situations, not only is it prudent, but it may be required. For example, you may need one when…
Court Cases
CamaPlan believes that an informed investor is the most successful investor. The court cases in this section provide important insight into IRS rules and regulations and their effect on IRAs.
Accredited Investors
Under the Securities Act of 1933, a company that offers or sells its securities must register the securities with the SEC or find an exemption from the registration requirements. The Act provides companies with a number of exemptions.
Transfer and Rollover Rules
There are rules regarding the movement of funds between various types of retirement accounts. The most obvious are prohibitions on movement of non-Roth IRA funds into Roth IRAs. There are also timing restrictions on the movement of other funds, such as the 1-rollover rule for most IRAs and the two-year wait on movement of funds moving in or out of Simple IRAs.
20 Ways to Fund a Deal
Short on funds for an investment, just starting out or want to learn some creative ways to fund a deal? Download our 20 ways to fund a deal now!
