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.
top of page
W.H. Steiner
5 days ago3 min read
"Is Corporate America Ready for the 702s Plan?"
The 702s Plan isn’t just a strategy; it’s a movement toward a more equitable, secure future. And the time to embrace it is now.
480
W.H. Steiner
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.
60
W.H. Steiner
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%.
100
W.H. Steiner
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.
100
W.H. Steiner
Oct 275 min read
Uncovering the 702s Plan: A New Frontier for Wealth Building in America
The 702s Plan is gaining traction as a unique, effective way to merge life insurance with wealth accumulation.
130
W.H. Steiner
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.
90
W.H. Steiner
Oct 214 min read
The Resilience of the U.S. Economy: Examining the Unwavering Stability of Life Insurance Contracts
The Resilience of the U.S. Economy: Examining the Unwavering Stability of Life Insurance Contracts.
520
W.H. Steiner
Oct 165 min read
Unlocking Hidden Wealth: Why High-Net-Worth Individuals Embrace Life Insurance
The 702s Plan by W.H. STEINER is rapidly gaining traction as a favored strategy among the super-wealthy who seek to optimize their wealth.
940
bottom of page