Solo 401(k)
Architects, graphic designers, web designers, IT consultants, attorneys, real estate agents (commercial and residential), musicians, landscape architects, financial consultants, coaches, accountants and writers. What do these clients have in common?
They are all self-employed individuals and they all set up the best retirement savings account available for the self-employed - The Solo 401(k).
They are all self-employed individuals and they all set up the best retirement savings account available for the self-employed - The Solo 401(k).
So in my never ending pursuit of building a better mouse trap, I decided that I'd collect all the questions that have arisen over the years with my clients and in my own research and I've captured all that material into what I call "The Solo 401(k) Owners Manual."
So when you set up a Solo 401(k) with Integrated Wealth Strategies, LLC, you'll receive the latest version of "The Solo 401(k) Owners Manual." This manual is updated at least annually for the new contribution limits and any relevant issues relating to your Solo 401(k) plan. Because the last thing you need to worry about as a self-employed individual is learning how your retirement plan works. Leave that up to me.
Why am I such a fan of the Solo 401(k)? Well, let's take a look by comparing the Solo 401(k) to a Traditional IRA (not really a fair comparison) and the other easy to administer retirement plan for small businesses, the Simplified Employee Pension IRA, a.k.a., SEP-IRA.
As you can see, the advantages of the Solo 401(k) vs. the SEP-IRA are many: Age 50+ catch up contribution, Roth contribution allowed and not limited by income, plan loan allowed, fewer investment limitations, no UBIT on leveraged real estate and the fact that a custodian is optional.
Welcome to the Integrated Wealth Strategies, LLC payment page. Please use this webpage to select the consulting time that you would like to pay for.
General Consulting:
Consulting with Eric Wikstrom is billed at $275.00 per hour. Please select the # of consulting hours you'd like to purchase.
Consulting with Eric Wikstrom is billed at $275.00 per hour. Please select the # of consulting hours you'd like to purchase.
$275.00
Two-hour consulting minimum (reduced rate):
Eric Wikstrom provides a flat fee, two-hour consulting package that saves you $50 off the regular hourly rate.
Eric Wikstrom provides a flat fee, two-hour consulting package that saves you $50 off the regular hourly rate.
$500.00
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