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.
top of page
W.H. Steiner
Jun 24, 20222 min read
Grandmother's legacy
Written by Mark Roberts of W.H. Steiner Thoughts of giving are ever on the minds of most people at various times or for special occasions...
250
W.H. Steiner
Jun 22, 20225 min read
How to Use a 702s Plan to Secure Your Newborn's Future
The 702s Plan provides a powerful method for securing your newborn's future by combining savings, insurance, and investment growth.
833
W.H. Steiner
Jun 22, 20222 min read
Grandparent Legacy Begins
Charleston grandmother begins her legacy for her daughter and grandchild.
1490
W.H. Steiner
May 29, 20226 min read
Creating a Lasting Financial Legacy for Your Child: Exploring the 702s Plan by W.H. STEINER
Empower Your Grandchild's Future with Financial Security
1588
bottom of page