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IRS 2022 & 2023 HSA Contributions Check out the HSA allowances for 2022 & 2023 More Information Set Up Free Roth IRA Today Make “backdoor” conversions while you can. Open your account and save $50 Open Now Changes to U.S. First-Class Mail Delivery times may affect you… More Information How to Submit your PAL online Step guide on how to submit your PAL online Learn How SEC Re-Defines Accredited Investor More Information The Road To Financial Freed…

Gold and Precious Metals

Are You Buying Gold In Your IRA Yet? FREE GOLD IRA GUIDE First Name * Last Name * Email * Phone 1 *   Submit Benefits of Investing in Gold and other Precious Metals Within Your Self-Directed IRA 1. Diversity. Most investment advisors recommend having at least 10% of your portfolio invested in gold. This wisdom holds true for your IRA investments as well. And in these uncertain times, 10% is the bare minimum. 2. Easy Liquidation. Unlike real estat…

What kind of IRAs, 401(k)s, or other types of plans can be self-directed?

… Traditional IRAs, Roth IRAs, Spousal IRAs, Coverdell ESAs, Health Savings Accounts (HSAs) individual or solo 401(k)s, Group 401(k)s and Defined Benefit Plans are just a few examples. …

Where are you located?

… Our headquarters is located at 122 East Butler Ave, Suite 100 Ambler, PA 19002. We also have sales offices in various locations throughout the US. To schedule an appointment at a location that is convenient for you, please call 866-559-4430. …

Who is CamaPlan?

… CamaPlan is an administrator that does the recordkeeping and required IRS reporting so our clients can invest their qualified plans in a myriad of investment categories. CamaPlan is a neutral third party, and does not sell any investments, so there is no conflict of interest. We allow our clients to use their knowledge and experience to invest in what they know and understand. …

What is a self-directed IRA?

… A truly self-directed IRA is one that allows you to invest in anything you want, except the few things the IRS prohibits. All the rules and regulations are exactly the same as any IRA or qualified plan, including contributions, distributions, taxes, penalties, etc. …

Forms and Downloads

If you have any problems downloading the forms or have any questions, please call the office at 866-559-4430. If you prefer, you can open a CamaPlan Account through our online process instead of downloading the forms. To learn more about your options, check out the Open an Account page. = ‘How To’ Video = Online Form = Open PDF Open An Account General Application Use this form to open a Traditional, Roth, SIMPLE, or SEP IRA. Close Menu Education …

5 Advantages of Using Private Money For Real Estate Deals

By Brian Adams Given the current economic climate, doing real estate deals presents greater challenges than before. One such challenge is having the cash to close just about any real estate deal. Traditional sources of funding are harder to come by, especially for those who have a less-than-stellar credit history. If you don’t have the money on hand to close the deal, chances are the deal will fall through. Private money provides a way to obtain …

Adler Decison

ERISA Opinion No. 2000–10A The issue was whether allowing the owner of an IRA to direct the IRA to invest in a limited partnership in which the IRA owner and his relatives are partners would give rise to a PT. The transaction at issue involved a family partnership (the “Partnership”), a general partnership that was an investment club. Leonard Adler (“Adler”) and some of his relatives were invested in the partnership, both directly and indirectly …

Important Questions to Ask When Selling Real Estate in Your IRA

Is the property an investment or business inventory? The IRS will allow a tax-exempt organization (IRA or 401(k)) to engage in a passive activity that generates capital gains, interest, rental income, royalties, and dividends without incurring any tax (IRC 512). However, if the IRA/401(k) engages in an active trade or business, such as a restaurant, store, or manufacturing business, the IRS will tax the income from the business activity since the…