The Van Wie Financial Hour (Presented by Strivus Wealth Partners)
Steve and Adam Van Wie are Certified Financial Planners™ in Jacksonville Beach, FL who operate the independent, fee-only RIA firm, Strivus Wealth Partners. Steve and Adam have more than 20 years of experience in the financial planning field, and over 50 years of combined business experience. Every Saturday they do a live, call-in radio show on WBOB AM 600 and FM 101.1 in the Jacksonville, FL market called the Van Wie Financial Hour. Call the show between 10 and 11 AM ET at 904.222.8255 to get your questions answered!
The Van Wie Financial Hour (Presented by Strivus Wealth Partners)
Sep 3rd, 2016 - The I401(k) and Escheatment
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Van Wie Financial
Adam talks about the benefits of an Individual 401(k) plan vs. a SEP or Simple IRA. It doesn't work for everyone, but it is the best plan in certain situations. Steve tells listeners about escheatment, and why you have to be proactive with your financial accounts.
