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