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December 2019

Holiday Reminder

December 16

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.

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Holiday Reminder

December 20

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.

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Holiday Notice

December 24 @ 12:00 pm - 5:00 pm

Office closes at noon EST

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Holiday Notice

December 25 - December 26

Office closed in observance of holiday

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Required Minimum Distributions (RMD)

December 31

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…

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January 2020

New Year’s Day

January 1, 2020

Office closed in observance of New Year’s Day

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

January 7, 2020 @ 10:00 am - 11:00 am
Cama Academy, 122 East Butler Ave, Suite 100
Ambler, PA 19002 United States

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

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Fair Market Valuations

January 15, 2020

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.

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DIG: Know IRS TAX Rules & Buying Real Estate in Your IRA/401K

January 19, 2020 @ 8:30 am - 4:00 pm
Giant Food Store (2nd Floor Community Room), 315 York Road
Willow Grove, PA 19090 United States
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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…

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Martin Luther King Jr. Day

January 20, 2020

No banking transactions will be made

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Interview Webinar with Darrell Audiss at CAPS Property Management

January 22, 2020 @ 12:00 pm - 1:00 pm

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.

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Tax Form: 1099 (for distributions only)

January 31, 2020

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

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February 2020

Annual Invoices

February 3, 2020

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

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Tax Form: 5498 (for all clients)

February 28, 2020

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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April 2020

Minimum Balance Letters

April 1, 2020

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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