Options Boot Camp 386: Tax Tips for Options Traders
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Options Boot Camp 386: Tax Tips for Options Traders
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About this listen
It's Tax Day on the network! Mark Longo and Dan Passarelli tackle the most requested topic of the season: how to keep the IRS out of your options profit. From the simplicity of the IRA "end run" to the mathematical beauty of 60/40 tax treatment on Section 1256 contracts (like SPX), the drill instructors break down how to optimize your tax bill.
In this episode, we cover:
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The IRA Advantage: Why tax-deferred accounts are an options trader's best friend.
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Section 1256 Contracts: How to get long-term tax rates on short-term trades.
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The Complexity of Basis: Why multi-leg spreads can become an accountant's nightmare.
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Double Calendars: Dan clarifies the "Friday-Monday" spread strategy discussed in previous episodes.
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Defending The Wheel: Dan responds to critics who call his favorite strategy "garbage."
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Listener Mail Call: Binging 13 years of options education and overcoming the "overwhelming" start.
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