The CamaPlan Self-Directed IRA

A CamaPlan self-directed IRA account is the faster, safer way to true financial freedom. Grow your wealth and secure your future by deciding what types of investments you want to hold in your individual retirement account. Our self-directed IRA services empower you, the IRA owner, to use your own expertise and knowledge to make the right decisions for your money, your investments and your future.

Did you know that your IRA can be used to purchase real estate, precious metals, mortgage notes and other diverse investments? Many investors are unaware of the broad range of permitted investments that allow their IRA to invest outside of the typical stocks and bonds. In fact, many professional brokers have financial motivation to direct their clients to financial products from which their company experiences direct or indirect profits.

CamaPlan is different; we are a neutral third party whose sole role is to administer accounts and offer education to our clients on self-directed opportunities and rules.

Retirement plans available to self-directed account holders include the Traditional and Roth IRA, SEP, SIMPLE, Individual(k), and inherited IRAs. To start earning the maximum tax-free and tax-deferred benefits allowed by law, contact CamaPlan for free information on how to start using a self-directed IRA to take complete control of your financial future.

Take Control of Your Financial Future

No one knows your investment goals better than you. Establishing a CamaPlan self-directed Roth IRA or other self-directed retirement plan offers access to investment options usually available only to well-connected or very wealthy individuals.

Your range of investment options shouldn’t be narrowed by profit-driven brokers. Making investment decisions based on your own preferences will make your money work harder with more secure and lucrative assets. The sole difference between self-directed IRAs and retirement accounts administered by big fund management companies is who makes the decisions. All the rules and regulations are exactly the same as any IRA or qualified plan, including contributions, distributions, taxes and penalties.

Many investors are no longer satisfied with the low returns and limited investment vehicles offered by so-called experts. CamaPlan’s principle mission is to partner with self-directed account owners to return them to the driver’s seat to take control of growing their personal wealth. We do this by offering a wide range of investment options including real estate, precious metals and numerous other alternative assets. It’s your money – who better than you to decide how to invest it?

Why CamaPlan

Self-directed IRAs offer numerous, clear benefits for independent-minded investors. Choosing CamaPlan as your self-directed IRA custodian puts the strength, knowledge and diversity of a company founded by investors, for investors, on your side.

Principals Carl Fischer and Maggie Polisano have vast personal and professional experience growing wealth by investing in real estate and other assets. They believe that individuals have the right to autonomously control their own money and that an educated, self-reliant investor is the best person to make decisions about his or her own financial future. CamaPlan allows our clients to use their knowledge and experience to invest in what they know and understand, with no limitations other than IRS regulations. Since its inception, the name “CamaPlan” has come to be synonymous with expertise, flexibility, responsiveness, and diversity of investment choices.

Also, Cama Academy provides free educational webinars and workshops to educate individuals about topics such as self-directed IRA investments and personal finance, using a self-directed IRA to buy real estate or precious metals, private lending, investing in mortgage notes, and many others.

Contact CamaPlan today to open a self-directed IRA and start growing your wealth the smart way.

Get a Free IRA Info Packet download now


How It Works

Investing in a CamaPlan self-directed IRA is easier than you might think. Depending on your current investment portfolio and the asset classes that you’re interested in, you may enter the process at various stages outlined below. If you’re not sure where to begin, please contact us today!

1 Open a CamaPlan Self-Directed IRA How to open Select the account that’s right for you - Inherited IRA, Traditional, Roth, SEP, SIMPLE, Individual(K), HSA or ESA.
2 Fund Your Account Fund your account Transfer/Rollover funds from an existing IRA or 401(k), or make a contribution.
3 Select an Investment Option Select Investment Option Choose an investment opportunity for your IRA to purchase.
4 Prepare your Investment Negotiate Investment Terms Orientation call with an Account Representative. Your Account Representative will walk you through the process and paperwork required. You negotiate the terms of your investment based on what you’ve selected & perform necessary due diligence.
5 Submit Asset Purchase Directive Submit Directive Submit required Asset Purchase paperwork based on the investment you've selected.
6 Complete Purchase and Fund Investment Funds Transferred Cama sends funds to the appropriate party, per your instructions, to purchase the asset. The asset is recorded in your IRA.
7 Deposit Profits Profits Returned Monthly profits, if applicable, are deposited back into your Cama account and will remain FDIC-insured.

Get Started Now

There are three easy steps to submitting your self-directed IRA application online and beginning the funding process. Before you begin, please make sure to have the following items on hand to assist you with completing the paperwork:

  • Your driver’s license
  • Personal information for your beneficiaries (this will include their full names, dates of birth and Social Security numbers)

Step #1 – Application Fee

Submit your payment for the $50 application fee (via debit or credit card)

Step #2 – Application

Complete our Self-Directed IRA Application & Adoption Agreement

Step #3 – Funding

Complete the appropriate funding form(s). Electronic forms available. Downloaded forms should be mailed to CamaPlan for processing. If you need assistance with this process, please contact our office at 866-559-4430.

Open Your Account

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