Every StaxInvesting article tagged taxes · 2 posts.
2 articles
The tax comparison is the one most articles get wrong. Futures receive 60/40 treatment, but so do broad-based index options — so the line runs between Section 1256 instruments and everything else, not between futures and options.
There is no distinct tax treatment for a trade because a provider suggested it. What matters is what was traded — and the gap between index options and ETF options on identical economic exposure is large enough to belong in provider comparison.
