FAQ’s

Frequently Asked Questions

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.

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.

3. How can real estate help build generational wealth?

Real estate is a cornerstone of financial security, providing appreciation and consistent cash flow. Jason Norton’s 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.

4. 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.

What payment methods do you accept for your services?

We accept various payment methods, including credit cards, bank transfers, and other secure online payment options. Detailed payment information will be provided during the consultation process.

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