Hello CamaPlan Clients,
It’s time once again to provide annual Fair Market Values for all hard-to-value assets in your CamaPlan IRAs or 401Ks. This short video provides step-by-step instructions for submitting your FMVs online in minutes. It’s the easiest and fastest way to do it.
Important Dates to know:
- Valuations should be as of December 31, 2023
- Absolute Deadline: January 19, 2024
Please feel free to email or call us with any questions, we are always here to help you!
Email: [email protected], or call us at 215-283-2868.
Thank you for being a CamaPlan client!
