Search found 51 matches

by jt4
Thu Apr 02, 2020 7:50 pm
Forum: Personal Investments
Topic: Conflicting Info for Max After-tax Solo 401k Contribution?
Replies: 3
Views: 156

Re: Conflicting Info for Max After-tax Solo 401k Contribution?

Dear Spirit Rider, I was hoping you would reply. Thank you! :) Looks like I interpreted the "or" statement incorrectly. I propose the following change for clarity in the wiki. Thanks for your efforts! Original from wiki: The limit for an after-tax 401(k) is the lesser of the difference between the a...
by jt4
Thu Apr 02, 2020 3:04 pm
Forum: Personal Investments
Topic: Conflicting Info for Max After-tax Solo 401k Contribution?
Replies: 3
Views: 156

Conflicting Info for Max After-tax Solo 401k Contribution?

The wiki page for Solo 401(k) plans states Employee After-tax Contribution: 100% of net adjusted business profits. Your maximum after-tax contributions are limited to the $56K/$57K limit - employee deferrals - employer contributions and are additionally limited to business profit - 1/2 SE tax - empl...
by jt4
Thu Feb 13, 2020 2:02 pm
Forum: Investing - Theory, News & General
Topic: Increasingly Large Spreads with NTSX
Replies: 25
Views: 1640

Re: Increasingly Large Spreads with NTSX

Based on this paper it suggests holding Eurodollar contracts not 2 year treasury futures. Is anyone doing that? Isn't there additional risk by holding eurodollars. It talks about minimizing transaction costs by holding the eurodollars over treasury futures. I've thought a lot about this — the cost ...
by jt4
Thu Feb 13, 2020 8:03 am
Forum: Investing - Theory, News & General
Topic: Increasingly Large Spreads with NTSX
Replies: 25
Views: 1640

Re: Increasingly Large Spreads with NTSX

I'm guessing the financing cost of holding 2 year though is about double that of a 5 year though. Definitely some things to consider. Roll time is coming up soon so I'll wait till then before making any changes. The analysis of the paper includes the cost of financing as that's the whole premise of...
by jt4
Wed Feb 12, 2020 4:13 pm
Forum: Investing - Theory, News & General
Topic: Increasingly Large Spreads with NTSX
Replies: 25
Views: 1640

Re: Increasingly Large Spreads with NTSX

Does anyone see value in diversification of Treasury Futures lengths (similar to what NTSX does)? I'm about ready to buy some more equity (VFMF likely) in taxable and since I'm tilting and not using NTSX I'm probably close to adding another contract. Too this point I've stuck with ZN 10 Year, but w...
by jt4
Wed Feb 12, 2020 1:04 pm
Forum: Investing - Theory, News & General
Topic: Increasingly Large Spreads with NTSX
Replies: 25
Views: 1640

Re: Increasingly Large Spreads with NTSX

Thanks all on your experiences with market orders. Good to know...!
by jt4
Tue Feb 11, 2020 5:45 pm
Forum: Investing - Theory, News & General
Topic: Increasingly Large Spreads with NTSX
Replies: 25
Views: 1640

Re: Increasingly Large Spreads with NTSX

+1. Realized discount/premium to NAV is all that really matters, and given how liquid the underlying assets are I would be surprised if it were significant. Agreed. But, the premium/discount to NAV quoted on the WisdomTree site assumes you execute your trade at the midpoint between bid/ask, which I...
by jt4
Tue Feb 11, 2020 10:23 am
Forum: Investing - Theory, News & General
Topic: Increasingly Large Spreads with NTSX
Replies: 25
Views: 1640

Increasingly Large Spreads with NTSX

I've observed some weird behavior with the bid/ask spreads of NTSX, the Wisdom Tree 90/60 SP500/Tresuries fund. (A lot of us like this fund because it holds treasury futures, which we believe will reduce the overall volatility of the fund.) For a while, I noticed that the spreads were continually sh...
by jt4
Fri Feb 07, 2020 1:27 pm
Forum: Personal Investments
Topic: 32-year-old female, portfolio help
Replies: 25
Views: 3535

Re: 32-year-old female, portfolio help

Ruralavalon—I know it's not a competition, but your reply was my favorite. Thanks for the very clear, helpful, and justified responses. This forum blows my mind. Sad that I lost the competition. :( BUT, the most obvious thing I would do is pay down your student loan, given that you have 90K to inve...
by jt4
Mon Feb 03, 2020 10:53 am
Forum: Personal Investments
Topic: 32-year-old female, portfolio help
Replies: 25
Views: 3535

Re: 32-year-old female, portfolio help

Desired Asset Allocation: 60% stocks / 40% bonds That is a very conservative asset allocation for your age, similar to what a couple in their 50's and approaching retirement might have. Some keep that AA throughout retirement. If you use John Bogles "age in bonds" rule of thumb (which is already fa...
by jt4
Mon Feb 03, 2020 10:41 am
Forum: Personal Investments
Topic: 32-year-old female, portfolio help
Replies: 25
Views: 3535

Re: 32-year-old female, portfolio help

Debt: $50,675 student loan; 6.550% interest. I know we should re-finance, but we’re waiting to see what happens in November. Paying at least the $2500 for the tax deduction. Otherwise we’ll pay off more aggressively on a 5-year fixed at 3.33%. scommander7 — Looks like you've taken a thoughtful appr...
by jt4
Wed Dec 04, 2019 8:51 pm
Forum: Personal Finance (Not Investing)
Topic: Has anyone used MySolo401k.com, DiscountSolo401k.com, or Solo401k.com?
Replies: 147
Views: 10240

Re: Has anyone used MySolo401k.com, DiscountSolo401k.com, or Solo401k.com?

knightrider -- the $500 fee is a one-time cost, so assuming you keep the account for a while, the yearly cost is not that much... (of course, if you only plan to keep open a Solo 401k for a couple of years, maybe you should think about this cost) You are correct, it is a $100 annual fee, not $500. ...
by jt4
Tue Dec 03, 2019 4:33 pm
Forum: Personal Finance (Not Investing)
Topic: Has anyone used MySolo401k.com, DiscountSolo401k.com, or Solo401k.com?
Replies: 147
Views: 10240

Re: Has anyone used MySolo401k.com, DiscountSolo401k.com, or Solo401k.com?

I gave this some more thought and it seems the $500 fee these companies charge basically negates any benefits from doing a MBR.. It's as if your earnings are being taxed at some very high rate, which defeats the whole purpose of MBR. Am I correct? Or is it still worth it despite the $500 annual fee...
by jt4
Mon Nov 04, 2019 1:52 pm
Forum: Personal Finance (Not Investing)
Topic: Umbrella policy with no car insurance
Replies: 18
Views: 1461

Re: Umbrella policy with no car insurance

Also interested in this answer! I was told the same thing as I don't have a car and, therefore, auto insurance.

(The ~$800 that I was also quoted for a non-owners policy was similar to the cost of my comprehensive auto insurance policy when I had a car!)
by jt4
Sun Nov 03, 2019 10:30 pm
Forum: Personal Finance (Not Investing)
Topic: Has anyone used MySolo401k.com, DiscountSolo401k.com, or Solo401k.com?
Replies: 147
Views: 10240

Re: Has anyone used MySolo401k.com, DiscountSolo401k.com, or Solo401k.com?

Spirit Rider --
Since we have you, what could we possibly need a TPA for?? 8-) Thanks for the useful info!
by jt4
Sun Nov 03, 2019 7:43 am
Forum: Personal Finance (Not Investing)
Topic: Has anyone used MySolo401k.com, DiscountSolo401k.com, or Solo401k.com?
Replies: 147
Views: 10240

Re: Has anyone used MySolo401k.com, DiscountSolo401k.com, or Solo401k.com?

To those in the thread who advocate caution in trying to self-administrate a solo 401(k) with plan documents prepared by companies like MySolo401k.com and DiscountSolo401k.com -- how much simpler and mistake-proof would you consider it to be if one only used the solo 401(k) as a conduit for "mega b...
by jt4
Sat Nov 02, 2019 12:32 pm
Forum: Personal Finance (Not Investing)
Topic: Has anyone used MySolo401k.com, DiscountSolo401k.com, or Solo401k.com?
Replies: 147
Views: 10240

Re: Has anyone used MySolo401k.com, DiscountSolo401k.com, or Solo401k.com?

I just pulled the trigger on MySolo401K. I'll let y'all know if I run into any problems.
by jt4
Thu Oct 31, 2019 10:48 am
Forum: Personal Finance (Not Investing)
Topic: Has anyone used MySolo401k.com, DiscountSolo401k.com, or Solo401k.com?
Replies: 147
Views: 10240

Re: Has anyone used MySolo401k.com, DiscountSolo401k.com, or Solo401k.com?

After reading this thread, I reached out to a TPA. It is $500 to setup this type of Plan and then $500 per year to administer the plan (assuming there is less than $250,000 - $600 if greater). Added fees for distributions and 1099’s in any year that there are distributions. When asked about sub acc...
by jt4
Mon Oct 21, 2019 9:55 pm
Forum: Investing - Theory, News & General
Topic: A gentle alternative to HEDGEFUNDIE's excellent adventure with 2-Year Treasury Futures
Replies: 96
Views: 11768

Re: A gentle alternative to HEDGEFUNDIE's excellent adventure with 2-Year Treasury Futures

When backtested from 1980 to 2018 using Simba's spreadsheet with yearly rebalancing (available through the Boglehead wiki), we get the following [...] If I understand well, the portfolio can be modeled as 66% VTSMX, 29% VGTSX, 285% VFISX, -280% VUSXX (T-Bills). Why not backtest since 1970? The data...
by jt4
Sat Oct 19, 2019 9:56 pm
Forum: Personal Finance (Not Investing)
Topic: Has anyone used MySolo401k.com, DiscountSolo401k.com, or Solo401k.com?
Replies: 147
Views: 10240

Re: Has anyone used MySolo401k.com, DiscountSolo401k.com, or Solo401k.com?

I understand how this statement is sensible for the general population, but this blog tends to be skewed towards a population that is reasonably knowledgable regarding personal finance. Administering a 401k has little to do with personal finance, taxes, or investments. Even CPAs who do personal and...
by jt4
Sat Oct 19, 2019 9:07 pm
Forum: Personal Finance (Not Investing)
Topic: Has anyone used MySolo401k.com, DiscountSolo401k.com, or Solo401k.com?
Replies: 147
Views: 10240

Re: Has anyone used MySolo401k.com, DiscountSolo401k.com, or Solo401k.com?

I don't recommend going with any of these providers either. Hire a real TPA for two years. See what they have you do and do for you during the two years. Then follow the same process yourself. This is not the place to go cheap. @tfb, I appreciate your comment, but couldn't this statement apply to a...
by jt4
Sat Oct 19, 2019 6:35 pm
Forum: Personal Finance (Not Investing)
Topic: Has anyone used MySolo401k.com, DiscountSolo401k.com, or Solo401k.com?
Replies: 147
Views: 10240

Re: Has anyone used MySolo401k.com, DiscountSolo401k.com, or Solo401k.com?

@simas is 100% correct. These online companies are most definitely NOT TPAs. They are mostly just reselling 401k plan document services. Some of them will include in their service the completion of your Form 1099-R for any year you have an in-plan Roth Rollover or in-service withdrawal/rollover. Ma...
by jt4
Thu Oct 17, 2019 4:39 pm
Forum: Personal Finance (Not Investing)
Topic: Has anyone used MySolo401k.com, DiscountSolo401k.com, or Solo401k.com?
Replies: 147
Views: 10240

Re: Has anyone used MySolo401k.com, DiscountSolo401k.com, or Solo401k.com?

Hi James, The standard plans Solo 401k plans offered at Fidelity, Schwab, Vanguard, etc. don't allow for voluntary after-tax contributions, which cap your yearly contributions to $19K (2019, under 50). Self-directed solo 401k plans can allow after-tax contributions beyond the $19K cap for a total co...
by jt4
Thu Oct 17, 2019 4:22 pm
Forum: Personal Finance (Not Investing)
Topic: Has anyone used MySolo401k.com, DiscountSolo401k.com, or Solo401k.com?
Replies: 147
Views: 10240

Has anyone used MySolo401k.com, DiscountSolo401k.com, or Solo401k.com?

Hi Bogleheads, In a recent post, I asked if anyone used Solo401k.com (i.e. the Nabers Group) for their self-directed solo 401k. Only one person (@Peter12) had used Solo401k.com. SO, I wanted to broaden my search to other popular self-directed 401K plan providers: MySolo401k.com and DiscountSolo401k....
by jt4
Sat Oct 12, 2019 12:06 pm
Forum: Investing - Theory, News & General
Topic: NTSX discussion: compared to VOO
Replies: 49
Views: 3980

Re: NTSX discussion: compared to VOO

I assumed over the long term nothing can beat the market. So how is this graph possible? Does it make sense or is it an anomaly? Lots of things can beat the market over the long term, and lots of things can't. The problem is you won't know in advance which is which. Yes! And note that the std dev i...
by jt4
Fri Oct 11, 2019 10:47 pm
Forum: Investing - Theory, News & General
Topic: NTSX discussion: compared to VOO
Replies: 49
Views: 3980

Re: NTSX discussion: compared to VOO

My question has been: If I wanted to get the returns of VOO, I could own __% of it in NTSX and the rest in cash. I don’t known what __ is, however. Since NTSX tries to behave like 90/60 stocks/bonds, it can't be equated to the S&P 500 at all. Surely the appropriate statement is that "if I wanted to...
by jt4
Fri Oct 11, 2019 10:35 pm
Forum: Investing - Theory, News & General
Topic: NTSX discussion: compared to VOO
Replies: 49
Views: 3980

Re: NTSX discussion: compared to VOO

@MotoTrojan -- From what I remember, PIMCO funds have a much higher expense ratio, are less tax efficient, and their investment strategy is more opaque. When I previously looked at their performance compared to NTSX, they were inferior. But others may disagree. I can comment that 2 year treasury fu...
by jt4
Fri Oct 11, 2019 10:32 pm
Forum: Investing - Theory, News & General
Topic: NTSX discussion: compared to VOO
Replies: 49
Views: 3980

Re: NTSX discussion: compared to VOO

@MotoTrojan -- From what I remember, PIMCO funds have a much higher expense ratio, are less tax efficient, and their investment strategy is more opaque. When I previously looked at their performance compared to NTSX, they were inferior. But others may disagree. I can comment that 2 year treasury fu...
by jt4
Fri Oct 11, 2019 10:26 pm
Forum: Investing - Theory, News & General
Topic: NTSX discussion: compared to VOO
Replies: 49
Views: 3980

Re: NTSX discussion: compared to VOO

If, on the other hand, interest rates begin to rise and continue to rise over the next several decades until they once again reach double digits as they did in the 80s, then NTSX will significantly underperform 100% S&P500. I caution you on this last statement. Yes, a rise in interest rates will ne...
by jt4
Fri Oct 11, 2019 5:54 pm
Forum: Investing - Theory, News & General
Topic: NTSX discussion: compared to VOO
Replies: 49
Views: 3980

Re: NTSX discussion: compared to VOO

@MotoTrojan -- From what I remember, PIMCO funds have a much higher expense ratio, are less tax efficient, and their investment strategy is more opaque. When I previously looked at their performance compared to NTSX, they were inferior. But others may disagree. I can comment that 2 year treasury fut...
by jt4
Fri Oct 11, 2019 5:37 pm
Forum: Investing - Theory, News & General
Topic: NTSX discussion: compared to VOO
Replies: 49
Views: 3980

Re: NTSX discussion: compared to VOO

@David Jay -- no, the cost of the leverage is represented by shorting the return on cash (i.e. the short term interest rate).
by jt4
Fri Oct 11, 2019 5:11 pm
Forum: Investing - Theory, News & General
Topic: NTSX discussion: compared to VOO
Replies: 49
Views: 3980

Re: NTSX discussion: compared to VOO

I agree with rascott on this. To be clear, it's holding 90% SP500 so its returns will be highly correlated with VOO. But that 60% of treasury futures gives it a bit of a bump in returns and (surprisingly, until you look at the math) a less (expected volatility.) I do think of it as a SP500+ fund wh...
by jt4
Fri Oct 11, 2019 4:44 pm
Forum: Investing - Theory, News & General
Topic: NTSX discussion: compared to VOO
Replies: 49
Views: 3980

Re: NTSX discussion: compared to VOO

Yes, 60% IEF is a reasonable substitute for NTSX's equal holding of futures. (Checked with Portfolio Visualizer)

Of course, you can split it into short-, intermediate-, and long-term treasuries for better accuracy, but the overall characteristics are quite similar.
by jt4
Fri Oct 11, 2019 2:56 pm
Forum: Investing - Theory, News & General
Topic: NTSX discussion: compared to VOO
Replies: 49
Views: 3980

Re: NTSX discussion: compared to VOO

I agree with rascott on this. To be clear, it's holding 90% SP500 so its returns will be highly correlated with VOO. But that 60% of treasury futures gives it a bit of a bump in returns and (surprisingly, until you look at the math) a less (expected volatility.) I do think of it as a SP500+ fund whe...
by jt4
Fri Oct 11, 2019 2:47 pm
Forum: Personal Finance (Not Investing)
Topic: Has anyone used Solo401k.com?
Replies: 6
Views: 601

Re: Has anyone used Solo401k.com?

I just researched a solo 401k. Vanguard offers it and waives the fees if you have X amount in accounts with them. In Jan. 2020, I will choose to open with them. I could be mistaken, but I don't believe that Vanguard offers the ability to do after-tax contributions (not Roth) to allow the use of the...
by jt4
Fri Oct 11, 2019 2:44 pm
Forum: Investing - Theory, News & General
Topic: NTSX discussion: compared to VOO
Replies: 49
Views: 3980

Re: NTSX discussion: compared to VOO

As we discussed offline, the expected return of NTSX is lower than VOO. The expected risk-adjusted return of NTSX could be argued to be better. If you are looking to outperform VOO I would just tilt it with some small-value via VIOV or similar. My core portfolio is 55% VTI (Total US), 25% VXUS (Tot...
by jt4
Fri Oct 11, 2019 2:19 pm
Forum: Personal Finance (Not Investing)
Topic: Has anyone used Solo401k.com?
Replies: 6
Views: 601

Has anyone used Solo401k.com?

Hi Bogleheads, Has anyone used Solo401k.com (i.e. the Nabers Group) for their self-directed solo 401k? I'd greatly appreciate your feedback and review of their services. ____________ I'm looking to set up a self-directed solo 401k for my self-employment income. The reason why I'm seeking to use a se...
by jt4
Fri Oct 11, 2019 1:38 pm
Forum: Investing - Theory, News & General
Topic: NTSX discussion: compared to VOO
Replies: 49
Views: 3980

Re: NTSX discussion: compared to VOO

Yes, the way that I view is NTSX is that it's essentially holding the SP500 with (a hopefully) slightly smaller volatility and slightly boosted return. The theoretical reason for the (expected) reduced volatility is because treasuries and the SP500 are zero or slightly negatively correlated. The rea...
by jt4
Tue Oct 08, 2019 10:00 pm
Forum: Investing - Theory, News & General
Topic: A gentle alternative to HEDGEFUNDIE's excellent adventure with 2-Year Treasury Futures
Replies: 96
Views: 11768

Re: A gentle alternative to HEDGEFUNDIE's excellent adventure with 2-Year Treasury Futures

I held a portfolio quite similar to this for the past two years, but toned it down a couple of weeks ago because I was getting worried. Over those two years my bond positions contributed about 6% growth to my total account value, so I disagree with those people who think the proposed bond position ...
by jt4
Wed Sep 25, 2019 10:36 pm
Forum: Investing - Theory, News & General
Topic: A gentle alternative to HEDGEFUNDIE's excellent adventure with 2-Year Treasury Futures
Replies: 96
Views: 11768

Re: A gentle alternative to HEDGEFUNDIE's excellent adventure with 2-Year Treasury Futures

In the 2008 great recession, the T-bill rate dropped to nearly zero due to government intervention while the LIBOR rate shot up to 5% as the financial market tightened and banks stopped lending. I recognize that this plot only compares 3-mo rates, but it suggests that holding treasuries would be si...
by jt4
Tue Sep 24, 2019 9:00 am
Forum: Investing - Theory, News & General
Topic: A gentle alternative to HEDGEFUNDIE's excellent adventure with 2-Year Treasury Futures
Replies: 96
Views: 11768

Re: A gentle alternative to HEDGEFUNDIE's excellent adventure with 2-Year Treasury Futures

Proposed Portfolio 66% Total US Stock Market 29% Total International Stock Market 5% cash, held to meet margin requirements for futures 285% 2-year Treasury Futures (\ZT) 385% sum (3.8x leverage) That's probably not using enough leverage and interest rate exposure for an aggressive portfolio. Futur...
by jt4
Tue Sep 24, 2019 8:52 am
Forum: Investing - Theory, News & General
Topic: A gentle alternative to HEDGEFUNDIE's excellent adventure with 2-Year Treasury Futures
Replies: 96
Views: 11768

Re: A gentle alternative to HEDGEFUNDIE's excellent adventure with 2-Year Treasury Futures

I held a portfolio quite similar to this for the past two years, but toned it down a couple of weeks ago because I was getting worried. Over those two years my bond positions contributed about 6% growth to my total account value, so I disagree with those people who think the proposed bond position ...
by jt4
Tue Sep 24, 2019 8:38 am
Forum: Investing - Theory, News & General
Topic: A gentle alternative to HEDGEFUNDIE's excellent adventure with 2-Year Treasury Futures
Replies: 96
Views: 11768

Re: A gentle alternative to HEDGEFUNDIE's excellent adventure with 2-Year Treasury Futures

In the proposed proposal I choose ~285% 2-year treasuries because (in the backtesting from 1970 to 2018, I believe this was correct) there was a minimum in the std. deviation around this level of exposure. Depsite the logical advice that I give above about 2-year futures having substantially less r...
by jt4
Tue Sep 24, 2019 8:19 am
Forum: Investing - Theory, News & General
Topic: A gentle alternative to HEDGEFUNDIE's excellent adventure with 2-Year Treasury Futures
Replies: 96
Views: 11768

Re: A gentle alternative to HEDGEFUNDIE's excellent adventure with 2-Year Treasury Futures

But I also think it's important to keep in mind the scale. The leverage on these things is so large that it's easy to lose track of the big picture. I don't think $50 per year or whatever on a $200,000 notional value is worth worrying about it. Now, if there's some reason why eurodollars should del...
by jt4
Mon Sep 23, 2019 7:26 am
Forum: Investing - Theory, News & General
Topic: A gentle alternative to HEDGEFUNDIE's excellent adventure with 2-Year Treasury Futures
Replies: 96
Views: 11768

Re: A gentle alternative to HEDGEFUNDIE's excellent adventure with 2-Year Treasury Futures

A final note...because the S&P 500 volatility stays constant, my assumption is that this is due to companies ramping down their borrowing as borrowing rates increase in order to maintain their risk. Then they ramp it up when borrowing rates are low. In the same way, shouldn't we also do this with o...
by jt4
Sun Sep 22, 2019 10:10 pm
Forum: Investing - Theory, News & General
Topic: A gentle alternative to HEDGEFUNDIE's excellent adventure with 2-Year Treasury Futures
Replies: 96
Views: 11768

Re: A gentle alternative to HEDGEFUNDIE's excellent adventure with 2-Year Treasury Futures

Thanks for all these comments. I'd like to address a couple of points. (1) Leverage. For those of you against leverage. Leveraging different types of assets are NOT equal. As a simple example, consider leveraging a (fictional) 10x position in 3-month treasury futures (these don't really exist). This...
by jt4
Fri Sep 20, 2019 5:10 pm
Forum: Investing - Theory, News & General
Topic: A gentle alternative to HEDGEFUNDIE's excellent adventure with 2-Year Treasury Futures
Replies: 96
Views: 11768

Re: A gentle alternative to HEDGEFUNDIE's excellent adventure with 2-Year Treasury Futures

--> Now cue the first comment about how Bogleheads don't invest in futures or use leverage! Great, now we are getting into trading leveraged futures contracts. Nice, all we are missing are the posts from semi-retirees considering trading 5x leveraged pork bellies contracts and day trading frontier ...
by jt4
Fri Sep 20, 2019 4:44 pm
Forum: Investing - Theory, News & General
Topic: A gentle alternative to HEDGEFUNDIE's excellent adventure with 2-Year Treasury Futures
Replies: 96
Views: 11768

A gentle alternative to HEDGEFUNDIE's excellent adventure with 2-Year Treasury Futures

HEDGEFUNDIE has well documented his approach for a risk parity strategy using 3x leveraged ETFs. Some members found the approach interesting and jumped in while others pointed out the risks of leveraged investing. In this post, I describe a gentle alternative to HEDGEFUNDIE's 3x leveraged ETFs as de...
by jt4
Thu Aug 29, 2019 11:49 am
Forum: Investing - Theory, News & General
Topic: Brokerages for Futures Trading in IRA?
Replies: 20
Views: 1818

Re: Brokerages for Futures Trading in IRA?

Thanks for the replies! I've opened a new Roth IRA at TD Ameritrade to use for the futures trading, and I'm now waiting on the transfer of my existing Roth from Vanguard. As whodidntante suggested in his post, I'm looking to buy 2-yr Treasury futures to reduce volatility for my broad (US + internati...
by jt4
Tue Aug 27, 2019 9:38 am
Forum: Investing - Theory, News & General
Topic: Brokerages for Futures Trading in IRA?
Replies: 20
Views: 1818

Brokerages for Futures Trading in IRA?

For those of you that trade futures in an IRA , which brokerage do you recommend? Here's a list of the large brokerages that I've found that allow futures trading: Interactive Brokers https://www.interactivebrokers.com/en/index.php?f=14429 + widely used for trading futures + (potentially) cheap fees...