Objective Tax and Financial Planning Guidance for You and Your Retirement Accounts
It's finally here! The long awaited book co-authored by Eric Wikstrom called "Leverage Your IRA - Maximize Your Profits with Real Estate" was recently published and is available for purchase. Form more information, visit the new IWS Bookstore.
What's New at IWS?
IWS announces the publication of a new book, "Leverage Your IRA - Maximize Your Profits with Real Estate"
IWS announces "The IRA Owner's Guide to Understanding Roth IRA Conversions" whitepaper
In October, Eric Wikstrom presented at the Retirement Industry Trust Association conference in San Francisco, CA
IWS introduces the Advisor Lunch/Dinner Program
Click here to learn how you can meet with Eric Wikstrom to discuss your financial or retirement planning issues, all for the cost of a lunch or dinner. Currently available for Seattle and Bellevue, WA, Portland, OR and the San Francisco Bay Area.
IWS presents the "Top 10 Investor Questions about Self-Directing IRAs and Solo 401k Plans"
View the IWS Classroom videos - Now on YouTube
Integrated Wealth Strategies
Integrated Wealth Strategies, LLC was formed to provide truly objective Financial and Retirement Plan structuring advice to individuals for their IRAs, Solo 401(k)s and other retirement accounts. With over over 27 years of tax, corporate finance and investment management experience, the goal of the founder Eric Wikstrom, CPA, CFP® is to help you understand what your investment options and strategies are - not what some financial institution wants to sell you.
The mission of Integrated Wealth Strategies is best explained by the late Sir Henry Royce, co-founder of the Rolls Royce Motor Company -
"Take the best that exists and make it better.
If it doesn't exist, create it.
Accept nothing nearly right or good enough."
By challenging and exposing conventional wisdom, Eric Wikstrom helps clients break free of their traditional thinking towards retirement investing and helps them explore the endless opportunities outside the stock market.
Very few CPAs and attorneys are fully aware of the issues that surround retirement account investing like Prohibited Transactions or the Unrelated Business Income Tax. Not only is Eric Wikstrom a CPA and Certified Financial Planner, but he also holds a Masters in Taxation.
So if you'd like to learn more about all the fantastic opportunities to build and maintain wealth outside the traditional securities market, give us a call. Because you truly owe it to yourself to fully understand all your investment options. After all, it is your money.
An Introduction to Self-Directed Retirement Account Investing