Self-Directed IRAs with Carl Fischer at

In this interview, CamaPlan’s founder Carl Fischer shares his extensive expertise on the subject of Self-Directed IRAs.

Listen and learn the finer points and nuances of investing as Carl discusses his early foray into real estate followed by his initial encounter in 1993 with the then esoteric concept known as the Self-Directed IRA.

Carl’s quest to learn as read more >

EINs for Self-Directed IRAs

What is an EIN and, more importantly, as an investor, do I need one for MY Self-Directed IRA?

EINs, or Employer Identification Numbers, are issued by the IRS for the purposes of tax administration.

If your self-directed IRA has invested in an LLC, then, YES, you do need one.

As an investor in an LLC, your SDIRA will receive a K-1 in read more >

IRS Requires Additional Reporting on Your IRA?

New, Expanded Reporting Requirements That May Affect Your IRA:

The 5498 form which reports annual contributions and the fair market value of the assets in the IRA.

The 1099-R that reports any distributions from the IRA to the IRS each year.

Additions to Form 5498

New boxes (15a & 15b) have been added to  Form 5498 for 2014 to report on those “non-traditional” assets read more >

Self Directed IRAs: NEWS ALERT

6 Strategies to Make Sure You Have Enough Money to Retire?

By: Carl Fischer principal of CamaPlan a self directed IRA company.

Mar 2014

How much money do you need for a financially secure retirement? It seems like a simple question, however the answer is complicated because there are so many variables—some known, others impossible to pin read more >

Direct Registration of Stocks (DRS): Protect Your Securities

According to the SEC, investors have three options when it comes to holding securities. The first option is a physical certificate. The second option is “Street Name” Registration, which means that a brokerage firm holds the security for you on their books. The third option is Direct Registration. The Direct Registration System (DRS) provides registered owners with the option of read more >

Changes From the Market Crash of 2008

Sideline Money – Americans are not so quick to jump into the stock market. Millionaires now place a higher priority on growth than wealth preservation, which is a reversal from last year. 16% plan to invest disposable income in the next few months and 40% expect to invest over the next two years.(1) Many are looking for tangible assets to combat read more >

Top Seven Reasons to Sell a Life Insurance Policy

1. As part of a change in estate planning or investment objection.
2. To pay for healthcare costs for themselves or someone in their family.
3. To fund a more cost-effective life insurance policy. One out of every three settlements results in the insured creating a new life insurance policy.
4. Premium payments are no longer affordable.
5. An alternative to read more >

Enjoy the Tax Benefits of an HSA

A health savings account (HSA) coupled with a High-Deductible Health Plan (HDHP) is a powerful tool for securing your future. Learn more about the many tax benefits of HSAs on our “Choose Your CamaPlan” page, including eligibility requirements and benefits for employers. An HSA is the only vehicle known where the contributions are tax-deductible and the distributions are tax-free when used read more >

A Mission for Manna: CamaPlan Uses Social Media to Raise Money for Soup Kitchen

Manna on Main Street’s Florence Nightingale Challenge kicked off May 1st, with self-directed IRA administrator CamaPlan participating with other local businesses. The Challenge is a friendly competition fundraiser that strives to raise money and awareness to help neighbors in need. The mission of Manna on Main Street is to end hunger in the North Penn region through their soup kitchen, read more >

Protecting Your Retirement Assets In a Self-Directed IRA

Protecting your retirement assets is an essential aspect of planning for the future. CamaPlan provides individual investors with the education and support they need to diversify their self-directed IRA plans to make them both more secure and more lucrative. As your self-directed IRA custodian, our mission is to empower you to make your own sound investments, which is in contrast read more >