Principal Owner/Certified Financial Services Professional
CurrentSelf-directed IRAs and 401(k) plans provide the flexibilty to invest your IRA in real estate, notes, private placements, precious metals, tax liens and almost anything else that the IRS does not prohibit. Self-direction also allows for clients to control their IRA investments and use their expertise and knowledge to build wealth and plan for their future. With a CamaPlan self-directed IRA, you are in full control and can choose from a wide range of permissible assets.CamaPlan is a third party administrator as required by the IRS for self-directed accounts. Part of our service is keeping records of your investment transactions and reporting to the IRS accordingly. We offer personalized self-directed IRA planning and customer service, as well as free financial education through our Cama Academy to help you make the right investment choices and perform the proper due diligence.A CamaPlan gives you access to a multitude of investments that have historically only been available to the very wealthy and the elite. It’s what brokers won’t tell you about because it has no commissions or kickbacks, and is based solely on your requirements. It’s a plan that you direct which has the maximum tax-free and tax-deferred benefits allowed by law. Please contact me to learn more about the types of plans we offer at cfischer@camaplan.com
