Episode Details

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You Asked, Brett Rentmeester Answers.

The WindRock Wealth Management founder joins Maggie Lake to lay out a lifelong plan for passing wealth to the next generation, from a child's first 529 to multi-million-dollar estate transfers. He covers the $19,000 annual gift exclusion, how to accelerate five years of 529 contributions into one $95,000 deposit, a Roth IRA gifting strategy that forces young adults to start saving tax-free from day one, and the $15 million lifetime exemption. For higher-net-worth families, he also explains discounted gifting, minority-interest valuations, and how trusts and LLCs protect family wealth from divorces and lawsuits.

💡Get To Know Brett Rentmeester: https://youtu.be/feoem3afC7w

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#Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #BrettRentmeester #MaggieLake #GenerationalWealth #EstatePlanning #529Plan #RothIRA #WealthTransfer #LegacyPlanning

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