Self-Directed IRA's - Why, How To and Real World Examples by a CCN Member
Date and Time:
Wednesday, October 9, 2013, at the Cynwyd Club, Bala Cynwyd, PA; Networking, 5:30 PM; Dinner, 6:30 PM; Talk and Business Session, 7:30 PM
Tired of the stock market roller coaster and the low interest CDs? Do you know that IRS rules allow you great flexibility to invest your retirement funds in a wide array of investment opportunities, including tangible assets such as rental real estate, storage pods or precious metals (not just ETF's)? Take away the fear of paper assets going to zero overnight and invest in tangible assets in your local area. Learn how to improve your returns and protect your retirement accounts with alternative assets such as real estate, mortgage notes secured by real estate, precious metals, etc. Your broker has not you told about this capability and it has been available since 1974.
The main speaker at the Oct 9 CCN meeting will be Carl Fischer, principal at Cama SDIRA LLC who is also a former rocket scientist and understands how conservative compliant scientists and engineers think and make decisions. Carl will review IRS guidelinesabout what can and can't be done within various types of retirement accounts and you will learn that it's not what you think, especially if you had a 401k at a large company like DuPont or Rohm and Haas or an IRA with a major stock broker. Carl will explain the principles of self-directed retirement accounts and describe how to set up and manage such accounts.
Dr. Marc Halpern, a CCN member since 1996, will give you real world examples of using his self-directed retirement accounts since 2007 to consistently achieve yields of 15% to 50% per year, EVERY YEAR since 2007 (including the "bad years" of 2008-2009), all of which was either tax free in his self-directed Roth 401k or tax-deferred in his self-directed individual 401k. In Marc's case, these were low risk investments because they were either in tangible real estate or secured by real estate.
Self direction uses your knowledge and expertiseand can be accomplished without any penalties or taxes and for a very nominal fee, all fully compliant with IRS rules. This strategy can be utilized to provide tax free income for your lifeand also for your heirs' lifetimes.
No investment products will be sold at this presentation and there will no hype, only real information. Don't miss this event! If you would like information prior to attending or a free introductory package visit www.CamaPlan.com or contact Carl Fischer, CISP, Principal, CamaPlan,512 Township Line Rd | 5 Valley Square Ste 200 | Blue Bell, PA 19422
Phone: 215.283.2868 | Fax: 973.302.8622
Carl Fischer is a Cornell University graduate and third-generation real estate developer who began his investing career in the 1970’s when he was employed as a rocket scientist at Kennedy Space Center.
As one of the founders of CamaPlan, a national company headquartered outside Philadelphia, he practices what he preaches. He personally uses tax-deferred and tax-free accounts to own real estate and notes tied to real estate. Carl also has the luxury of working with thousands of investors and their professional advisors and is able to assess multiple investment strategies firsthand.
Carl did his first deal in 1977, just a year out of college, and didn’t slow down until the boom of the real estate market in 2005 More recently, he has taught investors about private lending, real estate and notes, has personally bought performing, non-performing, and financed notes, and he has a deep understanding of the benefits of utilizing certain strategies within the tax-deferred and tax-free arenas.
The Cynwyd Club, 332 Trevor Lane, Bala Cynwyd, PA 19004.From I-76 drive S on City Line Ave. (US Rte. 1). Turn right on Conshohocken State Rd. (Rte. 23); stay in right lane. After second light watch for white left-turn arrows painted on street (about .14 mi/750 ft). Do not follow Rte. 23 left at turn but instead go straight ahead onto Llandrillo Rd. (passing to right of Valley Press printing). In one block bear left onto Trevor Lane at stop sign. Clubhouse and parking are on the left. Please park in lot if space is available; otherwise park on Trevor Lane. If lost, call the club at 610-667-4524, ext. 312 MAP
Option 1 - Online reservation: Use this page to make a reservation and pay online. If you choose to make the reservation offline, follow the instructions for Option 2 below.
Option 2 - Offline reservation: To make or cancel a dinner reservation, e-mail CCNReservations@aol.com or call the ACS office at 215-382-1589 (leave message on voicemail if necessary). Fee, including food and beverages (wine, beer & sodas), is $30 by Thursday, Oct. 3rd, $35 afterwards. Late reservations and walk-ins subject to availability. No-shows will be invoiced. Dietary restrictions accommodated on a limited basis. There is no charge for talk only, but registration is suggested using contact information above.