CamaPlan

CamaPlan Helping 8,000+ investors & 1,500+ capital raisers deploy $3B+ via self-directed IRAs | Real estate, funds, notes & more.

Personalized Self-Directed IRA Planning.

A compelling story can get your attention, but the numbers need to support it.Look at the financials, assumptions, risks...
09/01/2026

A compelling story can get your attention, but the numbers need to support it.

Look at the financials, assumptions, risks, and potential return before making an investment decision.

Follow CamaPlan for more of Carl’s Tips each week.

08/31/2026

Transfer or rollover? The difference matters.

Steve breaks down two common ways to move retirement funds and what you should know before getting started.

Thinking about moving funds into a Self-Directed IRA? Learn more at camaplan.com.

What if you could help create the next real estate opportunity instead of competing for one already on the market?Join K...
08/31/2026

What if you could help create the next real estate opportunity instead of competing for one already on the market?

Join Kristi Kandel for a live CamaPlan webinar on how community-based development projects come together, how investors can participate from the ground up, and where new development opportunities are emerging.

Thursday, September 3
12:00 PM ET

Save your seat:https://www.camaplan.com/events/what-happens-when-locals-start-building-their-own-communities/

Did you know your IRA may be able to invest in private companies?With a Self-Directed IRA, you can access eligible priva...
08/30/2026

Did you know your IRA may be able to invest in private companies?

With a Self-Directed IRA, you can access eligible private placements and explore opportunities beyond traditional stocks, bonds, and mutual funds.

As with any investment, you should understand the opportunity, complete your due diligence, and make sure the investment follows IRS rules.

Learn more about private placements with a Self-Directed IRA:
https://www.camaplan.com/investment-options/private-placements/investing-in-private-placements/

Wondering how to fund a Self-Directed IRA?You can generally fund your account through:• Annual contributions• Transfers ...
08/28/2026

Wondering how to fund a Self-Directed IRA?

You can generally fund your account through:
• Annual contributions
• Transfers from another IRA
• Rollovers from eligible employer-sponsored retirement plans

The right funding method depends on where your retirement funds are currently held.

Learn how to fund your account: https://www.camaplan.com/why-camaplan/how-does-it-work/

Think you can only fund a Self-Directed IRA with new contributions?You may also be able to use eligible transfers and ro...
08/26/2026

Think you can only fund a Self-Directed IRA with new contributions?

You may also be able to use eligible transfers and rollovers from existing retirement accounts.

Learn how Self-Directed IRA funding works:
https://www.camaplan.com/why-camaplan/how-does-it-work/

Good investing starts with asking better questions.Look beyond the first answer, dig into the details, and make sure you...
08/25/2026

Good investing starts with asking better questions.

Look beyond the first answer, dig into the details, and make sure you understand the full picture before making a decision.

Follow CamaPlan for more of Carl’s Tips each week.

Address

122 East Butler Avenue, Suite 100
Ambler, PA
19002

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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