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Tax, SDIRAs & Cost Segregation

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Todd Krzeminski
  • Rental Property Investor
  • Northern Virginia
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106
Posts

SDIRA and Stock Options

Todd Krzeminski
  • Rental Property Investor
  • Northern Virginia
Posted Mar 18 2016, 12:14

I'm interested in investing a portion of my SDIRA (with Equity Trust) in Stock Options. Equity Trust requires that I open an individual brokerage account (with Fidelity, Charles Schwab, etc.) in the name "Equity Trust Company Custodian FBO IRA". I haven't found a brokerage that will allow this -- I'm assuming I'm not talking to the right people at the brokerage houses that understand this. Does anyone have recommendations or ideas on how I can accomplish this?

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