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To: HonorInPa
I use both T Rowe and Charles Schwab for investing. T Rowe for mutual funds, and Schwab for options trading (new to it).

I was able to set up the options trading in my Roth IRA so that the day-by-day transactions don't have income tax. That took a manual review by the manager to approve. It's a tiny portion of our portfolio, but it seems to be doing its thing.

14 posted on 02/09/2026 11:57:43 AM PST by Tell It Right (1 Thessalonians 5:21 -- Put everything to the test, hold fast to that which is true.)
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To: Tell It Right

Well, my broker is E.F. Hutton, and E.F. Hutton says........


15 posted on 02/09/2026 11:59:48 AM PST by dfwgator ("I am Charlie Kirk!")
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