Can I Trade Options on an Index?

Passive investing has exploded in recent years. Investing in broad-market indexes has surged in popularity and costs less than ever before. You can take this approach to the next level by incorporating option trading in addition to index investing.  The easiest way to trade options while index investing is with the use of Exchange-Traded Funds (ETFs).   Investors looking for lower-cost, …

Can I Trade Options in an IRA?

Many individual investors wish to utilize options trading to generate income but are unsure of whether or not they are able to do so in their specific investment accounts. Most individual retirement accounts (IRAs) are indeed capable of trading options, provided they request the right settings.  This includes Traditional, Rollover, Roth, Simple, and SEP IRAs. Where most investors can’t trade …

Plastic pigs sitting on a 3D pie chart. Copy says, "Transfers, Rollovers, and 60-Day Rollovers."

Transfers, IRA Rollovers, and 60-Day Rollovers

A while back, one of our clients called to inquire about our thoughts on the article, IRA Rollover Ruling Stuns Advisers and Savers. After reading it, I can certainly understand how the terminology in the article can be very confusing for the average person, so let’s clarify a few of things regarding this. What is the difference between Transfers, Direct …