IRA Products

We recommend using the core, long-only strategy for IRA investors.

For non-IRAs we typically use margin accounts to allow us to sell one position and buy another without waiting for trades to clear. Some brokers, including Interactive Brokers, allow a version of margin accounts in IRAs. These accounts allow us change the portfolio quickly, but don't allow short selling or buying on margin.

For this reason, we require IRA customers to obtain IRA margin accounts.