The process is pretty simple – open an account with CamaPlan and make a contribution or initiate a transfer/rollover to fund it. Then, after performing necessary due diligence, identify the asset you want to buy (i.e. real estate) and make the offer in the name of the IRA. You, as the client, sign all papers as “read and approved’ and forward the documents to CamaPlan for final signatures.
CamaPlan then wires the funds to the closing agent. After closing, you can check your online account for the asset addition to your portfolio. For more details on the investment process, click here.