Self-Directed IRA Resource Center Subscriptions

[greenbutton style = “width:1000px”]Click Here to Request Your Self-Directed IRA Resource Center Subscription[/greenbutton]

SDIRA Screenshot

CAMELS Self-Directed Resource Center subscription includes unlimited users and many benefits.

CAMELS Self-Directed IRA Resource Center provides a simple, proven solution for community banks/bank holding companies to leverage the benefits of a bank stock invested self- directed IRA program. It’s a complete toolbox that guides your bank from set-up through implementation and beyond, utilizing the existing bank system (when feasible) for building out a complete operational platform and providing comprehensive guidance on:

  • Opening accounts and ongoing contributions
  • Handling of cash dividends
  • IRS reporting
  • Distribution of funds
  • Utilization of existing documentation and accounting providers including Wolters Kluwer, Deposit Pro, Ascensus and StockTrack
  • Providing fair market value (FMV) pricing for stock purchases and annual stock valuations
  • Identification of specialized shareholder accounting system for handling of Self-Directed IRA accounts
  • Creation of marketing programs utilizing CAMELS library of brochures, sales letters, and other resources
  • Account mining of IRA opportunities within your bank and through external transfers

 

SIDRA POST

 

All staff of subscribing banks have full access to all tools and learning opportunities within CAMELS Self-Directed IRA Resource Center including:

  • Our growing online members-only community of bank users where experiences and resources can be exchanged, questions/answers can be posted.
  • Online forums moderated by CAMELS’ principal Edward E. Schmidt in addition to key contributors from the legal, IT, accounting and regulatory areas.
  • CAMELS’ proven, step-by-step system which enables banks to create and maintain a successful and easily integrated self-directed IRA program.
  • Detailed information and guidance in regard to the operational structure needed to accommodate privately held community bank stock in an IRA.
  • CAMELS’ exclusive library of resources which details exactly what you need to build, grow, and monitor your self-directed IRA program, including IT, operational, compliance, marketing and transactional procedures ensuring easy management and customer acceptance.

[greenbutton]Learn More About the Self-Directed IRA Resource Center[/greenbutton] [greenbutton]Request Your Subscription Now[/greenbutton]