Interactive Brokers on the Record: Why Tax-Aware Advisors are Taking a Closer Look at IBKR

📣📣📣

The tax-aware adviser community is coming soon.

I'm building a Discourse (not Discord!) community for tax-aware advisers.

This will include chat and a forum. Chat is for realtime communication. The forum is for analysis.

The community is for Tax Alpha Insider paid members that advise households: planners, advisers, CPAs, attorneys, family office professionals, etc.

📣📣📣

The latest episode of the The Albatross is about a single-stock de-risking strategy you've never heard of called... Exchange Fund Replication. It's a 4-legged options trade. Eric Metz of BlackRock explains whom it's for and how it works.

p.s. There's a dad joke at the end of the episode.

Advisers are suddenly very interested in Interactive Brokers (IBKR).

While IBKR has been around for decades, many high-net-worth advisers simply didn't consider it when establishing their practices. But that's changing thanks to tax-aware long/short strategies.