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Limited Liability Corporation Use a Self-Directed IRA to invest in Limited Liability Corporations An LLC is a legal organization that provides the tax advantages of a partnership while limiting the legal liability of the individual partners in the same way a corporation does. LLCs can be a great way to partner to purchase assets. LLCs are considered securities in some states and may be required to meet the standards of securities offerings. Purch…

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Investing in Structured Settlements Next Steps Asset Purchase Directive Structured Settlements Checklist The IRS allows retirement plans to hold shares of privately-held companies. Your self-directed IRA can purchase any type of securities or shares in a private company; this is commonly referred to as a private placement. A private placement is an equity investment in a business venture whose shares are not offered to the public or through an op…

The CamaPlan Traditional IRA   Traditional IRA Details Open a Traditional IRA Investment Options CamaPlan Fee Schedule The Traditional IRA (Individual Retirement Account) is the most common type of account that American workers use to save for retirement. Traditional IRA rules were set forth by the Employee Retirement Income Security Act (ERISA) of 1974, which established that employees are allowed to deduct qualifying savings contributions from …

The CamaPlan Roth IRA Roth IRA Details Open a Roth IRA Investment Options CamaPlan Fee Schedule The Roth IRA was created by the Taxpayer Relief Act of 1997 to allow workers to contribute post-tax dollars to their retirement savings account. Roth IRA rules are similar to those of a Traditional IRA retirement account, with the primary difference being that contributions to a Traditional IRA are tax-deductible, and Roth contributions are not; they a…

Prepare for Retirement with a SEP IRA SEP IRA Details Open a SEP IRA Investment Options CamaPlan Fee Schedule A SEP IRA (Simplified Employee Pension) is one of the most popular retirement plans for small businesses. A self-employed business owner can make SEP IRA contributions into an individual retirement account for himself and his employees. The Simplified Employee Pension plan is favored among small business owners because SEP IRA rules make …

Self-Directed SIMPLE IRA SIMPLE IRA Details Open a SIMPLE IRA Investment Options CamaPlan Fee Schedule A SIMPLE IRA plan is a cost-effective and hassle-free way for small- to medium-sized businesses to offer an employer-provided retirement plan to its employees. Created under the Small Business Job Protection Act of 1996, the Savings Incentive Match Plan for Employees (SIMPLE) IRA is open to employers with fewer than 100 eligible employees. Admin…

CamaPlan Self-Directed 401(k) Plans Individual(k) Details Investment Options 401(k) Fee Schedule Phone Consultation An Individual(k) is one of the types of retirement plans available specifically to small business owners and the self-employed. This plan goes by other names such as: eQRP Solo(K) Solo 401(k) Uni-K One Participant K The Individual 401(k) is a good option for sole proprietors who have no employees other than their spouse or a busines…

HSA Details Open an HSA Investment Options CamaPlan Fee Schedule What is a Health Savings Account? A Health Savings Account (HSA) is a tax-exempt trust established to pay qualified medical expenses incurred by eligible individuals enrolled in a High Deductible Health Plan (HDHP). HSAs have numerous tax advantages for both employees and employers, and are an important part of retirement planning. For those who qualify, an HSA is an excellent tool …

ESA Details Open an ESA Investment Options CamaPlan Fee Schedule Parents saving for a child’s college education are the primary users of Education Savings Accounts (ESAs), although any person under 18 or with special needs can be the designated beneficiary. The ESA is a trust account restricted to paying qualified higher education expenses. Quick Facts Anyone may establish ESAs for any qualified beneficiaries. Beneficiaries must be under the age …