Ruth Kingsley

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  • 12/01/2014 at 12:08 pm in reply to: Strategy: Universal Investment Strategy #14432
    Ruth Kingsley
    Participant

    Frank, just to clarify, I’m not referring to tax issues. It’s just I believe you mentioned leveraged etf’s were ok for margin accounts….wouldn’t they work alright in a Ira account as well ?

    12/01/2014 at 12:03 pm in reply to: Strategy: Universal Investment Strategy #14431
    Ruth Kingsley
    Participant

    Hi Frank,

    Do you see a problem substituting 3x leverage etfs as replacements for Spy-Tlt in the UIS strategy if held within an IRA account ? Thanks.

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