Managed Futures For Portfolio Diversification

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Managed Futures

Managed Futures IRA

Individual Retirement Accounts

There are several types of tax-advantaged retirement accounts. Many people are unaware of the potential tax advantages of IRAs and 401(k)s. We encourage you to learn about these opportunities and how they might benefit your retirement plans.


Foremost Capital Management does not guarantee nor endorse any custodian. Each custodian has different parameters. You may want to call several custodians, check with your accountant, and certainly ask what we have experienced before making your decision. 

Managed Futures IRA

Generally, IRA investments are limited to stocks, bonds, and mutual funds by the institution providing the custodial service. 

When your IRA holds a futures account managed by a Commodity Trading Advisor (CTA), all monies flow between the IRA and the trading account. Gains and losses from your trading activity will not be taxed while held by the IRA. Similarly, you cannot write off trading losses.

Managed Futures may be beneficial when considering how to diversify your retirement portfolio. Bear in mind, however, that the investment goals for retirement accounts may be different than your goals for other non-qualified money. It is important to take into consideration the risk of any investment, but especially when the goal is capital preservation.

Contact one of our Investment Specialists to learn more. The Foremost team will help you understand some of the risks and potential rewards of Managed Futures so you can determine if it is right for your retirement money.

At Foremost, we are repeatedly amazed at the number of clients who have no idea they can even invest in Managed Futures with their IRA. Once investors begin to understand Managed Futures, how CTAs use futures markets, and Portfolio Diversification, it’s natural to ask if Managed Futures are a legitimate opportunity for retirement money.

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