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February 2020
Apartment Investing: The Good, the Bad, the Ugly
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?
Find out more »Tax Free Income for Life
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…
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 »Investing in High Demand Real Estate – Making an Impact
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!
Find out more »March 2020
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 »Buying Apartments: Building a Pathway to Investing Success
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.…
Find out more »Time-Tested Wealth Preservation Strategies with Gold & Precious Metals
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.
Find out more »Learn how to buy Real Estate with Maggie Polisano
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!
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…
Find out more »Normal Contribution Deadline
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.
Find out more »October 2020
SEP IRA Contribution Deadline
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.
Find out more »Extended Contribution Deadline
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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