Suspend conventional thought...
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."
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.
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.
If you truly believe that the best way (or perhaps the only way) to accumulate wealth in your retirement account is to entrust it all in the hands of Wall Street "experts", then I wish you good luck. But keep in mind that most wealthy individuals didn't get that way by investing in the stock market. They did so by taking advantage of opportunities in inefficient investment markets.
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.
Understand all your options
What's New at IWS?
IWS introduces the Advisor Lunch/Dinner Program
IWS is proud to announce an innovative way to "Lunch and Learn." Have you ever wanted to spend time with an industry professional to ask a few questions as well as determine if the personality fit is right for you?
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! Currently available for Seattle and Bellevue, WA and available for Portland and San Francisco Bay Area meetings in 2010.
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! Currently available for Seattle and Bellevue, WA and available for Portland and San Francisco Bay Area meetings in 2010.
IWS presents the "Top 10 Investor Questions about Self-Directing IRAs and Solo 401k Plans"
Due to many requests from clients, investors and others curious about the pros and cons of self-directing any retirement account, Eric Wikstrom has put together this handy, easy to read pamphlet on questions and issues most investors ask about. Click here to read this very informative and requested information.
Pensco Trust Company - Annual Investor Symposium
Eric Wikstrom was one of the featured guest speakers at Pensco Trust Company's Annual Self-Directed Investor Symposium, September 10, 2009 in San Francisco. Click here to learn how you can purchase a copy of his presentation on "Retirement Planning and the Unrelated Business Income Tax" as well as other presentations put on by industry leading experts.
Eric Wikstrom spearheads webinar series for MarketAdvisors
Eric Wikstrom was the guest webinar educator for a 3 part educational series on retirement planning for Market Advisors. For more information or to receive a copy of these webinars, Contact Us
Eric Wikstrom will be presenting at the Boston Estate Planning Council, January 12, 2010
Eric was invited to speak about 2010 Roth Conversions to the Boston Estate Planning Council in Boston, MA. For more information on this event, please click here.
View the IWS Classroom videos - Now on YouTube
You can now view all the IWS educational retirement planning and structuring videos directly on YouTube. Click here to view any IWS posted video.
Exciting new book on effectively using leverage within a Self-Directed IRA to be released soon!
IWS is pleased to announce that in early 2010, Eric Wikstrom will be one of the co-authors of an exciting new book on properly understanding and utilizing leverage when making real estate investments within your retirement account. Along with Matt Allen of North American Savings Bank and Tom Anderson, founder and CEO of Pensco Trust Company, this book is filled with incredible knowledge and insights that investors need to be aware of if they are going to purchase leveraged real estate within their IRA.
Integrated Wealth Strategies, LLC
Classroom Presents -
An Introduction to Self-Directed Retirement Account Investing
To learn more about what self-directing your retirement account can do for, spend a few minutes with Eric Wikstrom as he walks you through the nuts and bolts of what self-directed investing is all about and how it works. Click here to go to the IWS Video page.
Classroom Presents -
An Introduction to Self-Directed Retirement Account Investing
To learn more about what self-directing your retirement account can do for, spend a few minutes with Eric Wikstrom as he walks you through the nuts and bolts of what self-directed investing is all about and how it works. Click here to go to the IWS Video page.
