Financial Advisor Success cover image

Ep 411: Getting Clients Comfortable With Market Risk Using A More (Options-Based) Measured Risk Approach with Larry Kriesmer

Financial Advisor Success

CHAPTER

Navigating Options Trading in IRAs

This chapter explores the restrictions brokerage platforms impose on options trading within individual retirement accounts (IRAs), emphasizing the risk management decisions made to protect clients. It also discusses the tax implications of trading options, particularly 1256 contracts, and the potential benefits of utilizing these contracts for tax strategy. The speakers further highlight the importance of client communication regarding market risks and the psychological aspects of advising during volatile periods.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner