Wealth Management Question

[Noah930]

Originally Posted by DWBOX2000

Yup, step up but what fun would that be. I wouldn’t sweat the 18k (think that’s it) rule.

I think I found something that states you can contribute into a 529 up to $19K/yr per beneficiary without tax implications. Double that if you're a married couple.

[KFC911]

I would not overthink or over complicate this ... not for less than $5K of equities to each recipient... KISS

.....worth a penny ... mebbe .02...

That's just me...