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…
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…
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 example, you may need one when: Purchasing any type of real estate or personal property through an LLC or directly Purchase of an interest in a…
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 ready answer would be in the world of “Net Lease Investments”, also referred to as NNN or triple-net properties. A net-leased property consists of the…
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…
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,…
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…
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 planning is a complicated area, the first step is to understand the tax consequences when the business is formed. Typically, the business owners will transfer…
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…
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…
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