Wealth Strategy Secrets of the Ultra Wealthy Podcast

Accessing Untapped Potential in Your IRA: A Deep Dive into Self-Directed IRAs with Carl Fischer


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Today we have a remarkable guest with us, Carl Fischer. Carl is not your typical real estate developer. With a degree from Cornell University, he embarked on his career in the 1970s as a rocket scientist at the Kennedy Space Center in Cape Canaveral, Florida. It's not every day that you meet someone who has transitioned from the world of rocket science to the world of real estate. But Carl's story is one of adaptability and innovation.

Fast forward to today, and Carl is one of the founders and principals of CAMA Self-Directed IRA, LLC, doing business as CamaPlan. With over 20 million dollars in real estate transactions under his belt, Carl has certainly made a mark in the industry. His real estate portfolio spans both commercial and residential properties, including real property, notes, and mortgages.

One of the core themes of this conversation revolved around self-directed retirement accounts, a niche but powerful tool for wealth building. Carl stressed the importance of understanding how IRAs and 401(k)s can be self-directed to invest in a variety of assets, including real estate. He shared practical insights into the benefits and intricacies of these accounts, which can offer individuals greater control over their financial future.

This episode is a deep dive into the world of self-directed retirement accounts, real estate investing, and the intersection of technical knowledge with financial acumen. Carl’s unique journey, coupled with his commitment to education and helping others achieve financial independence, will leave you with a wealth of knowledge and inspiration.

In this episode, we talked about:

  1. Exploring the concept of self-directed IRAs and 401(k)s.

  2. Enhanced Qualified Retirement Plan and Self-directed IRAs

  3. Strategies for using retirement accounts to invest in various assets, including real estate

  4. Leveraging investments while maintaining tax advantages

  5. Unrelated Business Income Tax (UBIT) and how it works

Connect with Carl Fischer:

Website: https://www.camaplan.com/ 

Linkedin: https://www.linkedin.com/company/camaplan/ 

Personal Linkedin: https://www.linkedin.com/in/camaplan/ 

Contact: https://www.camaplan.com/contact-us/ 

Facebook: https://www.facebook.com/camaplan 

Youtube: https://www.youtube.com/camaplan1 

Instagram: https://www.instagram.com/cama_plan 

 

Connect with Pantheon Investments: 

Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/  

Website: www.pantheoninvest.com  

Podcast: www.pantheoninvest.com/podcast  

Facebook: https://www.facebook.com/PantheonInvest  

Instagram: www.instagram.com/pantheoninvest  

LinkedIn: https://www.linkedin.com/company/pantheon-invest  

Twitter: https://twitter.com/Pantheon_Invest   

Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  

Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1  

Email: [email protected]    

Get your FREE copy of the book here: https://holisticwealthstrategy.com/ 

 

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Wealth Strategy Secrets of the Ultra Wealthy PodcastBy Dave Wolcott

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