Recent content by rainman77

Thank you, will update you once i have the answer. Also, as you fairly good knowledge about this topic. If my account says (for example) net liquidity as 100K and margin used as 50K, and i do not have uncovered position. Does it mean i am using margin and will it result it UBIT?

Based on the discussion with TDA customer support, it is full margin. He said the limitation of solo 40ik is limited by articles drafted by your provider. In my case it is solo401k.com

Hello, I opened a solo 401k account with ThinkorSwim (TDA). As i have custom plan, TOS has given full options trading privilege with margin (no limitation). Can you please help with CPA or any resource that clearly says what is disallowed in solo 401k and can result in UBIT? TIA