Investing with an Individual

Retirement Account

Diversify your portfolio and boost your returns through a self-direct retirement account.

IRA INVESTING

Maximized Tax

Strategies for

Maximized Returns

Saving for retirement is easier when you leverage accounts with tax advantages to help you keep more of your earnings. These accounts can let your investments in both our DCP Diversified Fund or the Diversified Passive Investments Fund grow tax-free or tax-deferred, maximizing the potential of your retirement savings.

DURABLE RETURNS

Minimize risk while

maximizing return.

As you grow your nest egg, assets like real estate can be a wise strategy. Real estate offers unique stability and resilience against market fluctuations, helping you maximize your savings over time while giving you security of knowing there is a real asset backing your capital.

JUST FOR YOU

Investing for Retirement

made simple and transparent.

Davis Capital Partners has partnered with CamaPlan to make opening a self- directed retirement account easy. Roll over an existing account or simply start a new one; CamaPlan will answer your questions and hold your hand as much as you need through the process. Need someone to speak to your advisor, attorney, or CPA? No problem. CamaPlan is ready to answer your financial team's questions.

Frequently Asked Questions

What type of IRAs does CamaPlan offer?

CamaPlan offers a variety of tax-advantaged accounts. You can see and compare your options here.

Is it possible to invest with funds in an existing retirement account?

Yes. You will need to create an CamaPlan IRA before rolling over your existing retirement account funds to your new account. Please note that we can only roll over existing retirement account funds to the same 'type' of retirement account (ex: only an existing Roth IRA account can be rolled over into a new Roth IRA). It is also important to note that your previous provider may charge you a fee for moving funds out of your account.

What is the limit on contributions to an IRA?

Contributions to an IRA are subject to annual limits established by the IRS. For tax year 2023, IRA contributions may not exceed the lesser of $6,500 ($7,500 if you are 50 years of age or older) or your taxable compensation for the year. For tax year 2024, contributions may not exceed the lesser of $7,000 ($8,000 if you are 50 years of age or older) or your taxable compensation for the year. It's important to keep in mind that this yearly contribution limit applies across all IRAs in your name.

401K contribution limits:

Under age 50: $23,500

Age 50–59: $31,000

Age 60–63: $34,750

Over age 63: $31,000

For more information on IRA and 401K contribution limits, please visit the IRS website.

Who is CamaPlan?

Founded in 2004, CamaPlan is a self-directed IRA administrator based out of Ambler, PA. The federal government requires a third-party to hold assets in retirement accounts. CamaPlan serves as this third-party for thousands of clients nationwide.

What fees are associated with the Camaplan IRA?

CamaPlan charges an annual fee of about $300.00. A full fee schedule can be found here.

Questions about your Individual

Retirement Account?

We would love to hear from you.

No Offer of Securities—Disclosure of Interests. Under no circumstances should any material at this site be used or considered as an offer to sell or a solicitation of any offer to buy an interest in any investment. Any such offer or solicitation will be made only by means of the Confidential Private Offering Memorandum relating to the particular investment. Access to information about the investments is limited to investors who either qualify as accredited investors within the meaning of the Securities Act of 1933, as amended, or those investors who generally are sophisticated in financial matters, such that they are capable of evaluating the merits and risks of prospective investments.