1. Ease, speed, and convenience – Your team is established and procedures and documentation are simplified. Coordination is streamlined by prior agreements established with your IRA administrator (CamaPlan), your precious metals dealer (Neptune Global Holdings) and the depository (Diamond State Depository). The agreements were designed to relieve the pressure, worries, hassles, mountains of paperwork, and…
Many IRA owners are turning to private lending as a way to increase returns and provide a secure financial future, and they are using their IRAs for the tax advantages associated with them. View the Private Lending Checklist for and an understanding of what is mandatory for anyone considering this investment. Why private lending now?…
Reasons for a Roth IRA Tax Rate Question Eliminated No RMD’s Tax Free Income & Profit For LIFE Contributions – Immediate Access Anytime* Outlives You For Over 100 Years! Contributions Allowed after 72 Years Old *Does not necessarily cover conversions, 5 year rule may apply Roth Contribution Eligibility Annual Regular Roth IRA Contributions Based…
Once people understand that notes and mortgages can be assets in an IRA, they want to know more. The idea that your IRA can be a mini-bank is appealing – not to mention profitable. Each year IRAs continue to invest in more notes and mortgages. There are several factors that have contributed to this phenomenon…
Is the property an investment or business inventory? The IRS will allow a tax-exempt organization (IRA or 401(k)) to engage in a passive activity that generates capital gains, interest, rental income, royalties, and dividends without incurring any tax (IRC 512). However, if the IRA/401(k) engages in an active trade or business, such as a restaurant,…
ERISA Opinion No. 2000–10AThe issue was whether allowing the owner of an IRA to direct the IRA to invest in a limited partnership in which the IRA owner and his relatives are partners would give rise to a PT. The transaction at issue involved a family partnership (the “Partnership”), a general partnership that was an…
By Brian Adams Given the current economic climate, doing real estate deals presents greater challenges than before. One such challenge is having the cash to close just about any real estate deal. Traditional sources of funding are harder to come by, especially for those who have a less-than-stellar credit history. If you don’t have the…
CamaPlan helps individuals use their IRAs to invest in assets they know, understand and can control. They educate professionals so that clients can get the best of both worlds ie. “Main Street” and “Wall Street”. CamaPlan does the required reporting to the IRS so that clients can purchase real estate, precious metals (including gold and silver),…
By Steven B. Morris, Sr. Main Line Guarantee, LLC of Cherry Hill, NJ has been marketing and selling structured settlements and other seasoned cash flows to advisors and private retail clients throughout the United States since 2008. In good times and in trying times, the business of providing clients with a higher rate of return…
By Fabio Sciarrino, Esq. We take for granted having the ability to handle our own affairs, but what will happen to our property, finances and other assets when we are gone? As an attorney, I have written a number of wills for friends, family, and neighbors. Yet I am still surprised at how many people…
Video
5 Minutes to Understanding Self-Direction
Special Report #1
20 Ways to Fund a Real Estate Investment With Your IRA
Special Report #2
Better than Gold: The PMC Ounce Report
Special Report #3
The Secrets to Real Estate Buys, Flips and Holds in Your IRA
Special Report #4
The 4 Secrets to Winning Real Estate Deals