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
9 hours ago3 min read
"The Financial Tidal Wave Reshaping America"
An unprecedented financial event. An estimated $84 trillion will change hands as Baby Boomers transfer their wealth to Gen X and Millennials
140
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
5 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
60
W.H. Steiner
7 days ago4 min read
"El Gran Momento de BOEING: El Acuerdo que Quedó Corto y la Solución que Pasaron por Alto."
El Plan 702s, con su protección garantizada del capital, ingresos libres de impuestos y beneficios de legado, podría haber sido la solución
100
W.H. Steiner
Nov 163 min read
"BOEING's Big Moment: The Deal That Fell Short, and the Solution They Overlooked."
Unlike 401(k)s, which are subject to market fluctuations, the 702s Plan offers a powerful tax-free alternative and protection of principal.
1580
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 126 min read
Providing Seamless Financial Growth
Unlike a 401(k), the 702s Plan is fully independent of any employer. It goes with you wherever life takes you.
120
W.H. Steiner
Nov 114 min read
702s Plan for Children
By investing in a W.H. STEINER 702s Plan for your child, you’re empowering them with financial flexibility, security, and peace of mind.
80
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
Nov 112 min read
A 702s Plan Case Study 43 Yr Male Professional
John Evans was a man who dreamed not only of a comfortable retirement but also of a legacy that would last for generations.
90
W.H. Steiner
Nov 112 min read
Leverage the IRS Rule 7702
For individuals planning for retirement, wealth building, or even long-term tax efficiency, understanding IRS Rule 7702 is essential.
170
W.H. Steiner
Nov 113 min read
"Empowering the American Workforce"
The 702s Plan, structured under IRS Rule 7702, is a unique financial strategy offering tax-free growth and protection from market downturns.
120
W.H. Steiner
Nov 105 min read
"America’s Financial Future 702s Plan"
In today’s volatile financial landscape, Americans must have a secure, long-term financial plan that provides both growth and protection.
100
W.H. Steiner
Nov 96 min read
Essential Strategies for Black African Business Owners to Thrive in Today’s Market"
The 702s Plan is more than just a financial strategy; it’s a pathway to empowerment for Black African business owners and entrepreneurs.
160
W.H. Steiner
Nov 96 min read
¨How the 702s Plan Empowers Female and Mom Entrepreneurs¨
Female and mom entrepreneurs are redefining the business world, creating legacies that inspire future generations.
120
W.H. Steiner
Nov 96 min read
New Generation of Wealth Builders
The 702s Plan isn't just a new financial strategy; it’s a modern-day application of wealth-building techniques used for the past 100 years.
150
W.H. Steiner
Nov 93 min read
Protect Your Home and Future
Unlike typical life insurance policies, the 702s Plan includes robust living benefits, designed to support Homeowners when they need it most
100
W.H. Steiner
Nov 93 min read
La Gran Visión Realizada - Creación de Riqueza para Enfermeras de Viaje
Prepárate: la creación de riqueza para enfermeras de viaje está a punto de ser revolucionada! Esta no es solo otra estrategia financiera;...
70
bottom of page