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!

1Open a CamaPlan Self-Directed IRAReal Estate@2xSelect the account that’s right for you – Inherited IRA, Traditional, Roth, SEP, SIMPLE, Individual(K), HSA or ESA.Next Steps
Choose your preferred method to open an account. The easiest and fastest way is to open an account online.
Open a CamaPlan Account
2Fund Your AccountInvestments@2xTransfer/Rollover funds from an existing IRA or 401(k), or make a contribution.Next Steps
Complete funding paperwork:
Transfer Form
Rollover Form
Deposit Form
3Select an Investment OptionLimit@2xChoose an investment opportunity for your IRA to purchase.Next Steps
Read about some of our most popular investment options if you are unsure.
Choose An Investment Option
4Prepare your Investment Orientation call with an Account RepresentativeForms@2xYour 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 Steps
Schedule an orientation call. Download the appropriate Asset Purchase checklist to review.
Real Estate
Mortgage Notes
Private Placements
5Submit Asset Purchase DirectiveFunding@2xSubmit required Asset Purchase paperwork based on the investment you’ve selected.Next Steps
Submit appropriate Asset Purchase paperwork
Asset Purchase Directive
6Complete Purchase and Fund InvestmentLimit@2xCama sends funds to the appropriate party, per your instructions, to purchase the asset. The asset is recorded in your IRA.Next Steps
Register your account for online access – log in 24/7 to view the asset in your account & print statements.
Create An Account
7Deposit ProfitsAccount@2xMonthly profits, if applicable, are deposited back into your Cama account and will remain FDIC-insured.Next Steps
Down the road, you may want to sell your asset or purchase something else.
Deposit Form