Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra Wealthy Families Use Self-Directed Solo 401(k)s for Alternative Investments
Episode 33 of The High Net Worth Podcast digs into a quiet but powerful strategy: the self-directed solo 401(k). Lucas and Luna explain how high-income earners and business owners can use this retirement vehicle to invest in private equity, real estate, and even cryptocurrency — beyond the usual stocks and bonds. They walk through a concrete example of a consultant who rolled her old 401(k) into a solo 401(k) to invest in a private real estate syndication, saving her $18,000 in taxes and unlocking a 14% projected return. The hosts cover contribution limits, prohibited transactions, and the…
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