Guest Jhagan Posted October 13, 1999 Report Share Posted October 13, 1999 I am looking for a sample investment policy for allowing a self-directed brokerage account. Would appreciate any references. Link to comment Share on other sites More sharing options...
Guest Brent Rowell Posted October 15, 1999 Report Share Posted October 15, 1999 I'm interested, as well I thought that "self directed" was IRA only and even then with restrictions about option trading. Assuming you mean 457 deferred compensation I thought any reference to "employee ownership" was not legal There are some similar arguments about 403(B) plans and annuities .... all to the effect that these plans may not be self directed plans .... sorry memory getting lousy but I believe VALIC was involved Brent ------------------ Brent Link to comment Share on other sites More sharing options...
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