top of page
"The Untold Truth of This Week’s Crash: How the Silent 702s Plan Could Have Saved America Trillions"
While trillions were lost in 72 hours, 702s Plan holders felt nothing. No panic. No losses. Just peace of mind.
W.H. Steiner
Apr 72 min read
31
0
"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.
W.H. Steiner
Nov 25, 20244 min read
21
0
"The Rothschild Strategy: Unlocking Generational Wealth
Imagine a financial strategy so powerful that it rivals the wealth-building legacy of the Rothschild family.
W.H. Steiner
Nov 24, 20243 min read
84
0
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.
W.H. Steiner
Nov 23, 20243 min read
34
0
"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
W.H. Steiner
Nov 18, 20243 min read
8
0
702s Plan Strategy for Retirement
The 702s Plan is a financial strategy designed to maximize wealth accumulation and sustain it during the retirement years.
W.H. Steiner
Nov 16, 20244 min read
16
0
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%.
W.H. Steiner
Nov 16, 20243 min read
146
0
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.
W.H. Steiner
Nov 11, 20242 min read
14
0
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.
W.H. Steiner
Oct 27, 20245 min read
11
0
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...
Thomas F. Crowley
Jul 13, 20222 min read
66
0
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...
Thomas F. Crowley
Jun 26, 20222 min read
40
0
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...
Thomas F. Crowley
Jun 25, 20222 min read
144
2
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...
W.H. Steiner
Jun 24, 20222 min read
34
0
bottom of page