How It Works
Investing in a CamaPlan self-directed IRA is easier than you might think. Depending on your current investment portfolio and the asset classes that you’re interested in, you may enter the process at various stages outlined below. If you’re not sure where to begin, please contact us today!
| 1 | Open a CamaPlan Self-Directed IRA |  |
Select the account that’s right for you – Inherited IRA, Traditional, Roth, SEP, SIMPLE, Individual(K), HSA or ESA. |
Next StepsChoose your preferred method to open an account. The easiest and fastest way is to open an account online. |
| 2 | Fund Your Account |  |
Transfer/Rollover funds from an existing IRA or 401(k), or make a contribution. |
Next StepsComplete funding paperwork: |
| 3 | Select an Investment Option |  |
Choose an investment opportunity for your IRA to purchase. |
Next StepsRead about some of our most popular investment options if you are unsure. |
| 4 | Prepare your Investment
Orientation call with an Account Representative |
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Your Account Representative will walk you through the process and paperwork required. You negotiate the terms of your investment based on what you’ve selected & perform necessary due diligence. |
Next StepsSchedule an orientation call. Download the appropriate Asset Purchase checklist to review. |
| 5 | Submit Asset Purchase Directive |  |
Submit required Asset Purchase paperwork based on the investment you’ve selected. |
Next StepsSubmit appropriate Asset Purchase paperwork |
| 6 | Complete Purchase and Fund Investment | |
Cama sends funds to the appropriate party, per your instructions, to purchase the asset. The asset is recorded in your IRA. |
Next StepsRegister your account for online access – log in 24/7 to view the asset in your account & print statements. |
| 7 | Deposit Profits |  |
Monthly profits, if applicable, are deposited back into your Cama account and will remain FDIC-insured. |
Next StepsDown the road, you may want to sell your asset or purchase something else. |
