Better Alternative Savings Plan

13 hours ago3 min read

W.H. STEINER is Modernizing Wealth Strategies for Advisors

The 702s Plan, developed by W.H. STEINER, utilizes the IRS tax code 7702 to create a modern, tax-efficient framework for building wealth.

6 days ago3 min read

"Reviving the American Dream"

The adoption of the 702s Plan could usher in a new era of financial independence, redefining how Americans view work, retirement, and wealth

Nov 164 min read

702s Plan Strategy for Retirement

The 702s Plan is a financial strategy designed to maximize wealth accumulation and sustain it during the retirement years.

Nov 163 min read

Top Index Pick for 2025

W.H. STEINER's Top Index Pick for 2025: The Morgan Stanley US Equity Allocator One-Year Point-to-Point with Par 110%.

Nov 112 min read

Tax-Free vs. Tax-Deferred

When planning for retirement, understanding the tax implications of your chosen savings strategy can be the key to maximizing your wealth.

Oct 275 min read

Navigating Retirement: Understanding the Distinctions Between 401k plan and 702s Plan

A 401(k) offers tax-deferred growth but limits flexibility, while the 702s Plan ensures tax-free, stable, and accessible funds.

Jul 13, 20222 min read

Life Insurance Expense or Savings?

Written by Thomas F. Crowley Most people think of life insurance as an expense and the only benefit is to provide protection for their...

Jun 26, 20222 min read

Luck?

Written by Thomas F. Crowley Senior advisor to W.H. Steiner Do you ever wonder why some people have all the luck? They just have the...

Jun 25, 20222 min read

Are you Rich?

Written by Thomas Crowley Senior advisor to W.H. Steiner One of our biggest concerns in life is our financial well-being and having...

Jun 24, 20222 min read

Protect Your Wealth and Sleep Easy: Market Safety Is Not a Myth—It’s a Strategy

Written by W.H. Steiner Seasoned investors know all too well the gut-wrenching experience of watching hard-earned money evaporate in a...