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 Episode 111 of The High Net Worth Podcast, Lucas and Luna explore the growing trend of wealthy families using Self-Directed IRAs to invest in alternative assets like private equity, real estate, and startups. They break down the IRS rules, the role of a qualified custodian, and the risks of prohibited transactions—like self-dealing. Lucas shares a real-world example of a family that used a Self-Directed IRA to invest in a private medical device company, but ran afoul of the IRS when they tried to work for the company. The episode also covers the 2026 regulatory landscape, including updated…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.