Advisors Option 63: Using Options in IRAs
from The Advisors Option
Tricks of the Trade: Using options in retirement accounts. What are the limitations of trading options in a retirement account? What strategies can you utilize? Stock replacement strategy: what is it? Long-term stock replacement strategy with a covered call, aka fig leaf strategy. The Buzz: What do informed advisors need to know? 2017 turned out to be a pretty good year for options - even with no volatility - also ETFs The new tax bill - not many changes for options users. akeaways from the 2017 Fidelity RIA Benchmarking Study. Office Hours: Listener questions and comments 2017 was the "Year that Volatility Died". So our first question of the week for 2018 is a puzzler. Quite simply: where do you think $VIX will close at the end of the year? Between 7.5-9.99 Between 10- 12.49 Between 12.50 -14.99 Above 15 Listener questions: What's on your mind? Question from L Penguin - I'm a new options trader and I want to buy a LEAP call because it looks like the stock is going to go to up in the next 12 months, but I don't want to commit yet. I also want to generate income while I hold that position. What are your thoughts on selling the call while I have the leap? Also, this stock has an attractive dividend that I'd like to capture. Is this even possible? Interested in your thoughts, thanks!...I was thinking about buying a deep in the money call for the LEAP, and then depending on where the stock is trading at the time, sell closer to the money.
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