Frequently Asked Questions

What is the Atlas Capital Group (ACG)?

Atlas Capital Group is a comprehensive, 3-step strategy designed to help individuals build sustainable, tax-free wealth, secure their retirement, and ensure their legacy is passed down to future generations. It focuses on tax-free retirement instruments, cash-flowing real estate, and trust structures.

What are tax free retirement instruments?

Tax-free retirement instruments are financial tools that allow your investments to grow without the burden of taxes. Unlike traditional 401(k)s and IRAs, these instruments are designed to shield your wealth from heavy taxation, giving you more control over your retirement income. They are crucial for anyone looking to maximize retirement savings and minimize tax exposure.

How can private lending help build generational wealth?

Real estate is a cornerstone of financial security, providing appreciation and consistent cash flow. Our strategy focuses on building a diverse real estate portfolio, including fix-and-flip properties, Section 8 rentals, and multifamily housing. This approach maximizes tax benefits like depreciation and write-offs while creating long-term income streams and wealth accumulation.

Why are trust structures important for generational wealth?

Trust structures protect your wealth from taxes and legal challenges while ensuring a seamless transfer of assets to your heirs. By establishing a trust, you can create a legacy that provides for future generations without the risk of tax erosion or government intrusion. Trusts also offer flexibility in managing and distributing your wealth according to your wishes.


Will this affect my personal credit score?

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Frequently Asked Questions

Question 1: What is the Generational Wealth Plan?

The Generational Wealth Plan by Nizan Mosery is a comprehensive, 3-step strategy designed to help individuals build sustainable, tax-free wealth, secure their retirement, and ensure their legacy is passed down to future generations. It focuses on tax-free retirement instruments, cash-flowing real estate, and trust structures.

Question 2: What are tax free retirement instruments?

Tax-free retirement instruments are financial tools that allow your investments to grow without the burden of taxes. Unlike traditional 401(k)s and IRAs, these instruments are designed to shield your wealth from heavy taxation, giving you more control over your retirement income. They are crucial for anyone looking to maximize retirement savings and minimize tax exposure.

Question 3: How can real estate help build generational weath?

Real estate is a cornerstone of financial security, providing appreciation and consistent cash flow. Our strategy focuses on building a diverse real estate portfolio, including fix-and-flip properties, Section 8 rentals, and multifamily housing. This approach maximizes tax benefits like depreciation and write-offs while creating long-term income streams and wealth accumulation.

Question 4: Why are trust structures imprtant for generational weath?

Trust structures protect your wealth from taxes and legal challenges while ensuring a seamless transfer of assets to your heirs. By establishing a trust, you can create a legacy that provides for future generations without the risk of tax erosion or government intrusion. Trusts also offer flexibility in managing and distributing your wealth according to your wishes.


Ready to Secure Your Financial Future?

Contact us today to learn how you can start building a tax-free legacy with our proven 3-step strategy.

Disclaimer

We do not participate in loans, lines of credit or any form of liquidity draws from primary residences, we do not partake in personal guarantees issued to raise funds from unsolicited lenders or any credit institution for that matter, if you choose to do so that would be on your own volition. We are not financial advisors and we do not give financial advice, transactions & opportunities brought to you by “Atlas Capital Group” or any of our partners to be verified before placing any of your capital. We are not responsible for the outcome of your transactions and our content is purely for educational purposes. We do not promote or condone any type of personal loan for our clients or from our clients. Only engage in B2B transactions to avoid as many regulatory complications as possible.

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