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February 2020

Apartment Investing: The Good, the Bad, the Ugly

February 27 @ 12:30 pm - 1:30 pm
Online
FREE

Webinar: Online Event | Timezone: Eastern | For real estate investors who are looking to make the transition from single-family residences to multifamily properties, buying apartments can seem like a natural next step in their investment journey. But is apartment investing all that it's been cracked up to be?

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Tax Free Income for Life

February 27 @ 6:00 pm - 7:00 pm
Doylestown Country Club, 20 Country Club Lane
Doylestown, PA 18901 United States
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Category: Live Event Timezone: Eastern Register Now How have you been feeling about your retirement sitting in low yield CDs, are you settling for low returns? Are you tired of risking your retirement funds in the stock market? Are your clients frustrated with bumpy and unexpected returns? Do you want to provide a better service to your clients? There's another way. Find out how to take control of your financial future. William Mucker of CamaPlan a self-directed plan administrator,  will…

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Tax Form: 5498 (for all clients)

February 28

CamaPlan will mail out IRS Form 5498 You can download your 5498 tax form through the online account at this link after 2/28/20 If you don’t receive your 5498 tax form after 2/28/20, call (215) 283-2868 or email accounting@camaplan.com

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Investing in High Demand Real Estate – Making an Impact

February 29 @ 9:00 am - 11:00 pm
CamaPlan, 122 East Butler Ave
Ambler, PA 19002 United States
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FREE

Workshop: Local Event | Timezone: Eastern | Are you a new investor who is looking to get started? Have you always had an interest in real estate, but wanted to learn more about investing in it? Do creative and profitable ideas appeal to you? If you answered yes to any of those questions, this free in-person workshop is perfect for you!

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March 2020

Self-Direction 101: A Beginner’s Guide to Financial Freedom

March 10 @ 10:00 am - 11:00 am
Cama Academy, 122 East Butler Ave, Suite 100
Ambler, PA 19002 United States
FREE

Live Event: Workshop | Timezone: Eastern | Learn how to take control of your financial future with a self-directed IRA!

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Buying Apartments: Building a Pathway to Investing Success

March 14 @ 9:00 am - 1:00 pm
CamaPlan, 122 East Butler Ave
Ambler, PA 19002 United States
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Live Event: Workshop Date: March 14th Register Now! Are you looking to make the transition from buying single-family houses to acquiring multifamily properties? Or are you an investor who is curious about whether or not investing in apartments is as "passive" as it's touted to be? In this Saturday morning workshop, apartment investor Eleena de Lisser will walk you through the pros and cons of buying apartments as a way to significantly increase the value of your retirement investment portfolio.…

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Time-Tested Wealth Preservation Strategies with Gold & Precious Metals

March 25 @ 1:00 pm - 2:00 pm
Online
FREE

Webinar: Online Event | Timezone: Eastern | Have you heard about the precious metals bull market renewal in 2016? Could precious metals be the missing element in your retirement portfolio? The increase in precious metals value since 2016 has been very noteworthy, and the changes happening right now in the worldwide economy point to surprisingly better days ahead for gold and valuable metals.

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Learn how to buy Real Estate with Maggie Polisano

March 25 @ 6:30 pm - 8:30 pm
Andy’s Diner, 505 W Rdige Pike
Conshohocken, PA 19428 United States
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FREE

Workshop: Local Event | Timezone: Eastern | Are you a new investor who is looking to get started? Have you always had an interest in real estate, but wanted to learn more about investing in it? Do creative and profitable ideas appeal to you? If you answered yes to any of those questions, this free in-person workshop is perfect for you!

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April 2020

Minimum Balance Letters

April 1

Maintaining an adequate minimum account balance avoids collection activity, imposition of late fees and/or distribution of assets and closure of your account. If you fall below our minimum balance, a letter will be mailed to you. You can view your cash balance at any time through your online portal. Every client is required to keep two years of record keeping fees in their cash account at all times. If you are unsure of your minimum balance requirement, call (215) 283-2868…

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Normal Contribution Deadline

April 15

If you mail your contribution on this date, it must be post marked. We cannot accept previous year contributions post marked after this date. If you send an ACH from your bank and it is not received by this date, we will need a confirmation of the date the ACH was initiated. We cannot accept electronic contributions initiated after this date. See contribution limits here.

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October 2020

SEP IRA Contribution Deadline

October 15

If you mail your contribution on this date, it must be post marked. We cannot accept previous year contributions post marked after this date. If you send an ACH from your bank and it is not received by this date, we will need a confirmation of the date the ACH was initiated. We cannot accept electronic contributions initiated after this date. See contribution limits here.

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Extended Contribution Deadline

October 15

If you mail your contribution on this date, it must be post marked. We cannot accept previous year contributions post marked after this date. If you send an ACH from your bank and it is not received by this date, we will need a confirmation of the date the ACH was initiated. We cannot accept electronic contributions initiated after this date. See contribution limits here.

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