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FMV: How To Video Learn How to Provide FMV: Fair Market Values for your CamaPlan Account FMV How to Video Set Up Free Roth IRA Today Make “backdoor” conversions while you can. Open your account and save $50 Open Now SEC Re-Defines Accredited Investor More Information 2023 Secure Act Changes (VIDEO) RMDs | Contributions | Distributions More Information The Road To Financial Freedom Check out our new podcast! Listen Now Looking at Self-Direction? 3…

Why CamaPlan?

Growing beyond stocks and bonds… Investors of all levels have been trained by the big fund management companies to believe that they’re better off giving up control of their money to “experts” and to taking a passive, hands-off approach to wealth management. However, for a growing number of independent-minded investors who are dissatisfied with both low rates of return and restrictions on the investment vehicles offered by standard money manageme…

Investment Options

Gold & Precious Metals Financial professionals across the globe all agree that asset diversification is the key to success. To reduce the risks of investing, many professionals suggest the purchase of precious metals to diversify investments. read more Real Estate Your self-directed IRA can purchase any type of real estate, including single family and multi-unit homes, apartment buildings, co-ops, condos, commercial property, and improved or unim…

Choose Your CamaPlan

Which CamaPlan is Right for You? The chart below compares the various CamaPlan types available. Click each plan name for more information. Roth IRATraditional IRASEP IRASIMPLE IRAIndividual KESAHSAType Individual Individual Business Business Business Individual (1) Individual/Family Tax Deductible * Qualified Tax Free Distribution Both (2) Contribution Limits (3) Low Low High Medium High Low Low Early Withdrawal Penalties None 10% +tax 10% +tax 1…

Cama Academy

At the Cama Academy, An Informed Investor is Our Best Client Experts recommend that investors focus on opportunities within their areas of expertise to earn the highest returns. Your unique knowledge of the local real estate market, a great business idea, a promising entrepreneur, or your employer’s industry, as examples, give you an advantage over others investing in those markets. Unfortunately, traditional IRA custodians limit your investment …

About Us

For Investors, by Investors… What began as a small, regional firm dedicated to serving clients in the Northeastern US is now growing into a national presence… CamaPlan was founded by veteran investors Carl Fischer and Maggie Polisano as a company run “for investors, by investors.” Since its inception, the name “CamaPlan” has come to be synonymous with expertise, flexibility, responsiveness, and diversity of investment choices. CamaPlan first made…

Contact Us

Main Office Address Special Notice: United States Postal Service complete address requirements are being more strictly enforced. Please make sure mail addressed to CamaPlan from you and from anyone who sends mail to CamaPlan on your behalf contains the following complete address: CamaPlan Self-Directed IRA LLC 122 East Butler Ave, Suite 100 Ambler, PA 19002 (Client parking in rear lot) We urge you to pass this information along to anyone who send…

Site Map

Home About Us Advisors Contact Us Forms & Downloads Login Open an Account Why CamaPlan? What Is A CamaPlan? How Does It Work? Self-Directed IRA Benefits Fee Philosophy Founders Due Diligence Fraud Prevention Testimonials References Core Values Investment Options Gold and Precious Metals Mortgage Notes Other Investments Private Placements Real Estate Tax Liens Other Investments Choose Your CamaPlan Compare CamaPlans Traditional IRA Roth IRA SEP IR…

Privacy Policy

Website Privacy Policy CamaPlan respects your desire for privacy and is committed to maintaining the confidentiality of your personal financial information. This document outlines our privacy policy for visitors to our web site. If you have a continuing relationship with us (e.g., we provide or have provided custodial account services for you), please see our CamaPlan Privacy Policy, available on applications and mailed to you annually, for addit…

Disclosures

Privacy Information Disclosure We do not sell or disclose any non-public information about you to anyone, except as permitted by law or as specifically authorized by you. We do not share non-public personal information with our affiliates or other providers without prior approval by you. Federal law allows us to share information with providers that process and service your accounts. All providers of services in connection with the custodian and…