The True American Dream: Generational Wealth Through the Eyes of W.H. STEINER
Imagine a financial strategy so powerful that it rivals the wealth-building legacy of the Rothschild family. This isn’t just a dream for the super-rich—it’s a practical blueprint for creating generational wealth. And the best part?
Every step of the way, it’s completely tax-free.
Through the 702s Plan by W.H. STEINER, families can reimagine their financial futures, creating a tax-free legacy of wealth and prosperity for generations.
A Baby’s Wealth Journey: From Birth to Generational Legacy
Birth of a Tax-Free Financial Plan
A child is born, and in their first month of life, a 702s Plan is created.
Using the annual gift tax exemption (currently $18,000), the plan is funded every year for 18 years.
Total contributions: $324,000 over 18 years.
Tax Advantage: Every contribution grows tax-free, ensuring that the family maximizes the potential of their investment without losing a cent to taxes.
The Power of Tax-Free Compound Growth
After 18 years of contributions, the plan is left untouched, allowing the funds to grow tax-free over the child’s lifetime.
By leveraging the tax-advantaged compounding growth of the 702s Plan, the initial $324,000 transforms into $300,000 per year in tax-free retirement income starting at age 60 and continuing for 30 years.
Tax Advantage: No taxes on growth, no taxes on distribution, and no penalties—every dollar remains in the family’s hands.
Tax-Free Retirement at 60: A Financial Game-Changer
With retirement ages pushing back, the ability to retire early at 60 offers a life-changing advantage.
This plan provides a tax-free annual income of $300,000 from age 60 to 90, totaling $9 million in tax-free distributions over 30 years.
Tax Advantage: Traditional retirement accounts are subject to income taxes and required minimum distributions. The 702s Plan eliminates these issues entirely.
Tax-Free Estate Benefit
Upon passing, the 702s Plan delivers a tax-free estate benefit of $103 million, seamlessly passed on to beneficiaries without incurring estate or inheritance taxes.
Total lifetime wealth: $112 million (including distributions and the estate benefit).
Tax Advantage: Unlike traditional estates that face heavy taxation, the 702s Plan ensures every dollar remains untouched by the IRS. Based on the IRS rule 7702.
The Rothschild Strategy: Generational Wealth Creation
The Rothschild family’s enduring wealth is built on the principle of reinvesting and multiplying assets across generations. The 702s Plan mirrors this philosophy—but with the added advantage of being modernized for today's wealth approach entirely tax-free.
Trust and Reinvestment: The estate benefit of $103 million is placed into a family trust, and reinvested into businesses, real estate, or new 702s Plans for the next generation.
Perpetual Growth: Each generation benefits from tax-free growth, tax-free income, and tax-free estate transfers, compounding the family’s wealth indefinitely.
Generational Empowerment: This structure supports education, entrepreneurship, and philanthropy, creating a legacy of opportunity and impact.
The New American Family Legacy: Tax-Free Prosperity
The 702s Plan redefines the American Dream by making wealth-building accessible, sustainable, and entirely tax-free. By starting early and thinking generationally, families can:
Build Wealth Beyond Imagination: Transform modest savings into multi-generational fortunes without losing a single dollar to taxes.
Create Financial Freedom: Retire early with confidence, enjoying tax-free income that lasts a lifetime.
Empower Future Generations: Pass down a tax-free legacy that fosters security, growth, and opportunity.
Why This Matters Today
In a world of rising costs, unpredictable markets, and increasing taxes, families need a financial strategy that stands the test of time. The 702s Plan delivers unmatched advantages:
Tax-Free Every Step of the Way: Contributions, growth, withdrawals, and estate transfers—all tax-free.
Generational Longevity: Ensures wealth is preserved and multiplied across multiple generations.
A Proven Framework: Combines the power of compounding growth with the security of tax-advantaged strategies.
The Vision of W.H. STEINER: Tax-Free Wealth for Generations
Through the lens of the 702s Plan, the American Dream evolves into something truly transformative. It’s no longer just about building wealth for oneself—it’s about creating a ripple effect that uplifts entire families for generations.
The Rothschilds pioneered generational wealth on a grand scale, but with the 702s Plan, every family has the potential to achieve the same—all tax-free.
This is the true American Dream through the eyes of W.H. STEINER:
A life of tax-free financial freedom.
A legacy of tax-free generational wealth.
A future that belongs to you and your family.
The future of your family’s legacy starts today. Will you take the first step?
Learn more by visiting the W.H. STEINER website.
Contact the author:
William H. Steiner
Tel: 786.802.2001
Toll Free: 888.229.0947 ext. 101
Email: wsteiner@whsteiner.com
or visit the contact page here.
תגובות