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December 2019
Holiday Reminder
For Asset Purchases or Roth Conversions, please submit complete paperwork to our office by the end of day Monday, December 16th to ensure completion by December 31st. Transactions will be processed in the order received. If you have a specific date you wish to send the funds, please specify in the CamaPlan paperwork. CamaPlan cannot guarantee that completed paperwork received after December 16th will be processed before December 31, 2019.
Find out more »Holiday Reminder
The deadline for Required Minimum Distributions is Friday, December 20th. Please submit complete paperwork to the office by this date to ensure your distribution takes place prior to the IRS deadline.
Find out more »Holiday Notice
Office closes at noon EST
Find out more »Holiday Notice
Office closed in observance of holiday
Find out more »Required Minimum Distributions (RMD)
If your account is subject to Required Minimum Distributions (RMD’s) you must take your annual RMD by this date in the amount specified on your RMD letter. If you’re turning age 70 ½ this year you have until 04/01/2020 to take your RMD. For more information, click this link or speak to your accountant or tax professional You can take your RMD from CamaPlan or from any IRA you may have CamaPlan DOES NOT provide RMD for Beneficiary IRAs, please…
Find out more »January 2020
New Year’s Day
Office closed in observance of New Year’s Day
Find out more »Self-Direction 101: A Beginner’s Guide to Financial Freedom
Live Event: Workshop | Timezone: Eastern | Learn how to take control of your financial future with a self-directed IRA!
Find out more »Fair Market Valuations
All clients are responsible for providing a fair market value for all assets in each account as of 12/31/19 CamaPlan will email fair market valuations (FMV) forms in October 2019. If you do not receive an emailed FMV form by 11/1/19, call (215) 283-2868 or email fmvnotice@camaplan.com If you need to update your email address, use this form.
Find out more »DIG: Know IRS TAX Rules & Buying Real Estate in Your IRA/401K
Live Event: Workshop Dates: January 19, 2020 Cost: Early bird pricing $59 for members, $79 for non members Price increase on January 7th $69 for members, $89 for non members Price increase on January 17th $79 for members, $99 for non members Location: 315 York Road, Willow Grove, PA 19090 Giant Food Store (2nd Floor Community) Register Now! Topics will include: Morning Session: (Know IRS Rules) 8:30 AM- noon Tax concerns for investors How entities are taxed PA real estate transfer…
Find out more »Martin Luther King Jr. Day
No banking transactions will be made
Find out more »Interview Webinar with Darrell Audiss at CAPS Property Management
Webinar: Online Event | Timezone: Eastern | Join us with a webinar interview with Darrell Audiss. We will be asking him pointed questions about his past and present experiences and how that has affected his business and future goals.
Find out more »Tax Form: 1099 (for distributions only)
CamaPlan will mail out IRS Form 1099 You can download your 1099 tax form through the online account at this link after 1/31/20 If you haven’t received your 1099 tax form after 1/31/20, call (215) 283-2868 or email accounting@camaplan.com
Find out more »February 2020
Annual Invoices
Ways to pay your invoice (due by February 3, 2020) By credit card through your online account at this link (Note: there is a 3.5% convenience fee) By check mailed to 122 E Butler Avenue, Suite 100, Ambler, PA 19002. Please specify transaction fees in the memo line If you take no action, the fees will be automatically deducted from your account
Find out more »Tax Form: 5498 (for all clients)
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
Find out more »April 2020
Minimum Balance Letters
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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