💡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 in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion

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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.

We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.

The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

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