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…

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…

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…

Ask an Accountant – Federal ID Numbers For Your IRA

Elizabeth A. Cummings, CPA Do I need to obtain a Federal Identification Number for my IRA? Yes; in certain situations, not only is it prudent, but it may be required. For…

Net-Lease Investments

By Bob Strzalka, CCIM With a lot of investors looking for a fixed return better than the readily available offerings in Treasuries, CDs and savings accounts, where can one look? A…

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…

The Basics of Health Savings Accounts (HSAs)

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…

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…

Tax Consequences of Business Formation

What are the tax consequences of business formation, in general? When starting a business, you must consider a number of factors. One very important factor is taxation. Although business tax…

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…