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!