Important disclosures
Educational analysis, not investment, tax or legal advice. Historical scenarios are illustrations, not predictions or guarantees. Options involve risk, including loss of the entire premium. Collars cap upside above the short-call strike. Not FDIC insured. Not a deposit. May lose value.
Advisor responsibilities and tax considerations
BallastX is software for registered investment advisers. It does not execute trades or manage assets. Every recommendation requires advisor review and approval; clients execute through their own brokerage.
Tax treatment of options positions varies; put premiums, holding-period suspension, constructive-sale rules (IRC §1259), and wash-sale rules may apply. Consult a qualified tax professional before executing any options strategy.
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