Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Self-Directed IRAs for Alternative Assets
In this episode, Lucas and Luna explore how self-directed IRAs are becoming a quiet backdoor for ultra-wealthy families to move retirement funds into alternative assets like real estate, private equity, and digital assets. They break down a real-world example: a family that rolled $2 million from a traditional 401(k) into a self-directed IRA to buy a portfolio of rental properties, sidestepping capital gains on the sale of appreciated stock. They cover the IRS prohibited-transaction rules, the dreaded 'self-dealing' trap, and the recent 2026 IRS guidance that clarified how crypto…
The skinny
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