Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Use 401(k) Plans for Principals
In this episode of The High Net Worth Podcast, Lucas and Luna explore a counterintuitive strategy: why ultra-wealthy families sometimes keep a 401(k) plan even as they build complex family offices. They break down the tax advantages, the legal nuances, and the practical limits—like contribution caps and RMDs—with real-world examples. Discover how a seemingly middle-class tool can play a role in high-net-worth retirement planning, and why it's not always the right choice. Tune in for a deep dive into the intersection of tax strategy and personal finance for the affluent…
The skinny
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