top of page
![](https://static.wixstatic.com/media/b35b4f_b9c10b95baf04d96b85840e9cdc8a809~mv2.webp/v1/fill/w_250,h_250,al_c,q_30,blur_30,enc_auto/b35b4f_b9c10b95baf04d96b85840e9cdc8a809~mv2.webp)
![Unconventional Success: Innovative Wealth Strategies for Today's Professional](https://static.wixstatic.com/media/b35b4f_b9c10b95baf04d96b85840e9cdc8a809~mv2.webp/v1/fill/w_292,h_219,al_c,q_90,enc_auto/b35b4f_b9c10b95baf04d96b85840e9cdc8a809~mv2.webp)
W.H. Steiner
Nov 25, 20244 min read
Unconventional Success: Innovative Wealth Strategies for Today's Professional
This blog post explores innovative wealth strategies that empower modern professionals to achieve unconventional success, with the 702s Plan
90
![](https://static.wixstatic.com/media/b35b4f_84cd85b8439549cc87ac4c5bbcdce63b~mv2.webp/v1/fill/w_250,h_250,al_c,q_30,blur_30,enc_auto/b35b4f_84cd85b8439549cc87ac4c5bbcdce63b~mv2.webp)
![Uncover the Secret Weapon: How Leveraging 702s Can Propel Female Entrepreneurs to Success](https://static.wixstatic.com/media/b35b4f_84cd85b8439549cc87ac4c5bbcdce63b~mv2.webp/v1/fill/w_292,h_219,al_c,q_90,enc_auto/b35b4f_84cd85b8439549cc87ac4c5bbcdce63b~mv2.webp)
W.H. Steiner
Nov 25, 20244 min read
Uncover the Secret Weapon: How Leveraging 702s Can Propel Female Entrepreneurs to Success
By harnessing the benefits of 702s, female entrepreneurs can not only overcome obstacles but also realize their visions for success.
60
![](https://static.wixstatic.com/media/b35b4f_9852ec5a9ea1472cbe54ccfc847fedbb~mv2.webp/v1/fill/w_250,h_250,al_c,q_30,blur_30,enc_auto/b35b4f_9852ec5a9ea1472cbe54ccfc847fedbb~mv2.webp)
!["Women CEOs: Transforming Corporate Leadership"](https://static.wixstatic.com/media/b35b4f_9852ec5a9ea1472cbe54ccfc847fedbb~mv2.webp/v1/fill/w_292,h_219,al_c,q_90,enc_auto/b35b4f_9852ec5a9ea1472cbe54ccfc847fedbb~mv2.webp)
W.H. Steiner
Nov 25, 20244 min read
"Women CEOs: Transforming Corporate Leadership"
For women CEOs, endorsing the 702s Plan is more than a financial decision—it’s a leadership strategy that aligns with long term values.
190
![](https://static.wixstatic.com/media/b35b4f_9c303e35201440829f1e0fa4f53ccb23~mv2.webp/v1/fill/w_250,h_250,al_c,q_30,blur_30,enc_auto/b35b4f_9c303e35201440829f1e0fa4f53ccb23~mv2.webp)
![Strategies to Transform Your Workforce](https://static.wixstatic.com/media/b35b4f_9c303e35201440829f1e0fa4f53ccb23~mv2.webp/v1/fill/w_292,h_219,al_c,q_90,enc_auto/b35b4f_9c303e35201440829f1e0fa4f53ccb23~mv2.webp)
W.H. Steiner
Nov 25, 20245 min read
Strategies to Transform Your Workforce
In today’s competitive business environment, a motivated and empowered workforce is the cornerstone of success. Employees who feel...
240
![](https://static.wixstatic.com/media/b35b4f_6c0ed1166c2f47a4b080ca5eff424eb5~mv2.webp/v1/fill/w_250,h_250,al_c,q_30,blur_30,enc_auto/b35b4f_6c0ed1166c2f47a4b080ca5eff424eb5~mv2.webp)
!["The Rothschild Strategy: Unlocking Generational Wealth](https://static.wixstatic.com/media/b35b4f_6c0ed1166c2f47a4b080ca5eff424eb5~mv2.webp/v1/fill/w_292,h_219,al_c,q_90,enc_auto/b35b4f_6c0ed1166c2f47a4b080ca5eff424eb5~mv2.webp)
W.H. Steiner
Nov 24, 20243 min read
"The Rothschild Strategy: Unlocking Generational Wealth
Imagine a financial strategy so powerful that it rivals the wealth-building legacy of the Rothschild family.
190
![](https://static.wixstatic.com/media/b35b4f_fb479bbd361a4180a91858c1ec4d1822~mv2.webp/v1/fill/w_250,h_250,al_c,q_30,blur_30,enc_auto/b35b4f_fb479bbd361a4180a91858c1ec4d1822~mv2.webp)
![Challenges in Building and Preserving Wealth](https://static.wixstatic.com/media/b35b4f_fb479bbd361a4180a91858c1ec4d1822~mv2.webp/v1/fill/w_292,h_219,al_c,q_90,enc_auto/b35b4f_fb479bbd361a4180a91858c1ec4d1822~mv2.webp)
W.H. Steiner
Nov 24, 20244 min read
Challenges in Building and Preserving Wealth
Tax-efficient insurance strategies are one of the most underutilized tools in wealth-building and preservation.
80
![](https://static.wixstatic.com/media/b35b4f_7211e38dddcb4193a17f72db34c5733d~mv2.webp/v1/fill/w_250,h_250,al_c,q_30,blur_30,enc_auto/b35b4f_7211e38dddcb4193a17f72db34c5733d~mv2.webp)
![W.H. STEINER is Modernizing Wealth Strategies for Advisors](https://static.wixstatic.com/media/b35b4f_7211e38dddcb4193a17f72db34c5733d~mv2.webp/v1/fill/w_292,h_219,al_c,q_90,enc_auto/b35b4f_7211e38dddcb4193a17f72db34c5733d~mv2.webp)
W.H. Steiner
Nov 23, 20243 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.
340
![](https://static.wixstatic.com/media/b35b4f_f1e992a8b30b4c60a8690c670169f874~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/b35b4f_f1e992a8b30b4c60a8690c670169f874~mv2.webp)
!["The Financial Tidal Wave Reshaping America"](https://static.wixstatic.com/media/b35b4f_f1e992a8b30b4c60a8690c670169f874~mv2.jpg/v1/fill/w_292,h_219,fp_0.50_0.50,q_90,enc_auto/b35b4f_f1e992a8b30b4c60a8690c670169f874~mv2.webp)
W.H. Steiner
Nov 23, 20243 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
200
![](https://static.wixstatic.com/media/b35b4f_e988110ff7314fec80f9e916e6ecc440~mv2.jpeg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/b35b4f_e988110ff7314fec80f9e916e6ecc440~mv2.webp)
!["Is Corporate America Ready for the 702s Plan?"](https://static.wixstatic.com/media/b35b4f_e988110ff7314fec80f9e916e6ecc440~mv2.jpeg/v1/fill/w_292,h_219,fp_0.50_0.50,q_90,enc_auto/b35b4f_e988110ff7314fec80f9e916e6ecc440~mv2.webp)
W.H. Steiner
Nov 19, 20243 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.
520
![](https://static.wixstatic.com/media/b35b4f_138faf47b8ad46dc9d86e52bb775125c~mv2.webp/v1/fill/w_250,h_250,al_c,q_30,blur_30,enc_auto/b35b4f_138faf47b8ad46dc9d86e52bb775125c~mv2.webp)
!["El Gran Momento de BOEING: El Acuerdo que Quedó Corto y la Solución que Pasaron por Alto."](https://static.wixstatic.com/media/b35b4f_138faf47b8ad46dc9d86e52bb775125c~mv2.webp/v1/fill/w_292,h_219,al_c,q_90,enc_auto/b35b4f_138faf47b8ad46dc9d86e52bb775125c~mv2.webp)
W.H. Steiner
Nov 17, 20244 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
![](https://static.wixstatic.com/media/b35b4f_138faf47b8ad46dc9d86e52bb775125c~mv2.webp/v1/fill/w_250,h_250,al_c,q_30,blur_30,enc_auto/b35b4f_138faf47b8ad46dc9d86e52bb775125c~mv2.webp)
!["BOEING's Big Moment: The Deal That Fell Short, and the Solution They Overlooked."](https://static.wixstatic.com/media/b35b4f_138faf47b8ad46dc9d86e52bb775125c~mv2.webp/v1/fill/w_292,h_219,al_c,q_90,enc_auto/b35b4f_138faf47b8ad46dc9d86e52bb775125c~mv2.webp)
W.H. Steiner
Nov 16, 20243 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.
1730
![](https://static.wixstatic.com/media/b35b4f_423a16fe81c14c128cca91010f956d9f~mv2.webp/v1/fill/w_250,h_250,al_c,q_30,blur_30,enc_auto/b35b4f_423a16fe81c14c128cca91010f956d9f~mv2.webp)
![Wall Street vs. The 702s Plan on Auto-Pilot](https://static.wixstatic.com/media/b35b4f_423a16fe81c14c128cca91010f956d9f~mv2.webp/v1/fill/w_292,h_219,al_c,q_90,enc_auto/b35b4f_423a16fe81c14c128cca91010f956d9f~mv2.webp)
W.H. Steiner
Nov 16, 20244 min read
Wall Street vs. The 702s Plan on Auto-Pilot
When it comes to building wealth, the age-old question remains: should you trust Wall Street or opt for a safer, structured alternative.
100
![](https://static.wixstatic.com/media/b35b4f_2e28f0a8169847e3a96bb7e0213cf115~mv2.webp/v1/fill/w_250,h_250,al_c,q_30,blur_30,enc_auto/b35b4f_2e28f0a8169847e3a96bb7e0213cf115~mv2.webp)
![702s Plan Strategy for Retirement](https://static.wixstatic.com/media/b35b4f_2e28f0a8169847e3a96bb7e0213cf115~mv2.webp/v1/fill/w_292,h_219,al_c,q_90,enc_auto/b35b4f_2e28f0a8169847e3a96bb7e0213cf115~mv2.webp)
W.H. Steiner
Nov 16, 20244 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.
100
![](https://static.wixstatic.com/media/b35b4f_0e4f1a75414f47acba31b8ec6f733823~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/b35b4f_0e4f1a75414f47acba31b8ec6f733823~mv2.webp)
![Top Index Pick for 2025](https://static.wixstatic.com/media/b35b4f_0e4f1a75414f47acba31b8ec6f733823~mv2.jpg/v1/fill/w_292,h_219,fp_0.50_0.50,q_90,enc_auto/b35b4f_0e4f1a75414f47acba31b8ec6f733823~mv2.webp)
W.H. Steiner
Nov 16, 20243 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%.
430
![](https://static.wixstatic.com/media/b35b4f_e297eb8b76104681a42c0dc50dc96ff9~mv2.webp/v1/fill/w_250,h_250,al_c,q_30,blur_30,enc_auto/b35b4f_e297eb8b76104681a42c0dc50dc96ff9~mv2.webp)
![Providing Seamless Financial Growth](https://static.wixstatic.com/media/b35b4f_e297eb8b76104681a42c0dc50dc96ff9~mv2.webp/v1/fill/w_292,h_219,al_c,q_90,enc_auto/b35b4f_e297eb8b76104681a42c0dc50dc96ff9~mv2.webp)
W.H. Steiner
Nov 12, 20246 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.
140
![](https://static.wixstatic.com/media/b35b4f_dd82ba5c08f1451793cc93e94393c88e~mv2.webp/v1/fill/w_250,h_250,al_c,q_30,blur_30,enc_auto/b35b4f_dd82ba5c08f1451793cc93e94393c88e~mv2.webp)
![702s Plan for Children](https://static.wixstatic.com/media/b35b4f_dd82ba5c08f1451793cc93e94393c88e~mv2.webp/v1/fill/w_292,h_219,al_c,q_90,enc_auto/b35b4f_dd82ba5c08f1451793cc93e94393c88e~mv2.webp)
W.H. Steiner
Nov 11, 20244 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.
150
![](https://static.wixstatic.com/media/b35b4f_5191670176ab4434b7c0ed87e270f6cc~mv2.webp/v1/fill/w_250,h_250,al_c,q_30,blur_30,enc_auto/b35b4f_5191670176ab4434b7c0ed87e270f6cc~mv2.webp)
![Tax-Free vs. Tax-Deferred](https://static.wixstatic.com/media/b35b4f_5191670176ab4434b7c0ed87e270f6cc~mv2.webp/v1/fill/w_292,h_219,al_c,q_90,enc_auto/b35b4f_5191670176ab4434b7c0ed87e270f6cc~mv2.webp)
W.H. Steiner
Nov 11, 20242 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.
130
![](https://static.wixstatic.com/media/b35b4f_87a9552f9cd1432eb1384e73b5674e9e~mv2.webp/v1/fill/w_250,h_250,al_c,q_30,blur_30,enc_auto/b35b4f_87a9552f9cd1432eb1384e73b5674e9e~mv2.webp)
![A 702s Plan Case Study 43 Yr Male Professional](https://static.wixstatic.com/media/b35b4f_87a9552f9cd1432eb1384e73b5674e9e~mv2.webp/v1/fill/w_292,h_219,al_c,q_90,enc_auto/b35b4f_87a9552f9cd1432eb1384e73b5674e9e~mv2.webp)
W.H. Steiner
Nov 11, 20242 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.
120
![](https://static.wixstatic.com/media/b35b4f_552edb52acbb4a4cb0997eff50dabc18~mv2.webp/v1/fill/w_250,h_250,al_c,q_30,blur_30,enc_auto/b35b4f_552edb52acbb4a4cb0997eff50dabc18~mv2.webp)
![Leverage the IRS Rule 7702](https://static.wixstatic.com/media/b35b4f_552edb52acbb4a4cb0997eff50dabc18~mv2.webp/v1/fill/w_292,h_219,al_c,q_90,enc_auto/b35b4f_552edb52acbb4a4cb0997eff50dabc18~mv2.webp)
W.H. Steiner
Nov 11, 20242 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.
200
![](https://static.wixstatic.com/media/b35b4f_8cb5264a7a4a41a680d40d21ac3fc674~mv2.webp/v1/fill/w_250,h_250,al_c,q_30,blur_30,enc_auto/b35b4f_8cb5264a7a4a41a680d40d21ac3fc674~mv2.webp)
!["Empowering the American Workforce"](https://static.wixstatic.com/media/b35b4f_8cb5264a7a4a41a680d40d21ac3fc674~mv2.webp/v1/fill/w_292,h_219,al_c,q_90,enc_auto/b35b4f_8cb5264a7a4a41a680d40d21ac3fc674~mv2.webp)
W.H. Steiner
Nov 11, 20243 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.
130
bottom of page