How to Pass Wealth to Your Kids the Right Way | Brett Rentmeester

About this episode

Brett Rentmeester discusses strategies for passing wealth to the next generation, including 529 plans and estate transfers.

💡Want a second opinion on your family’s wealth plan? Schedule a free portfolio review with Brett or one of Wealthion’s endorsed financial advisors: https://bit.ly/4czcrOW 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 💡Join Wealthion’s Real Assets Community for EXCLUSIVE real-assets content and more: https://wealthion.com/realassets 💡Protect your wealth with real gold and silver through GBI Direct: https://gbidirect.com/?aff=WTH 💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for…

People in this episode

Host: Maggie Lake

Guest: Brett Rentmeester

Topics covered

• wealth transfer
• financial planning
• 529 plans
• Roth IRA
• estate planning
• trusts
• family wealth protection

Keywords

• wealth transfer
• 529 contributions
• Roth IRA gifting
• estate planning
• family wealth
• financial advisors
• gift exclusion

Sponsors

GBI Direct

Mentioned in this episode

Organizations: WindRock Wealth Management, Rick Rules’ Natural Resource Symposium

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