FAQ - MAIN MENU

Is it better to run the market model in an IRA or tax-deferred account?

For the most part, it is better to run any investment strategy in a tax-deferred account, including the CCM Market Model.  Many clients have a taxable account and an IRA, which allows us to conduct many of the less tax-efficient transactions in an IRA; under these circumstances, we can treat the taxable account and IRA as one large household account.

FAQ - GETTING STARTED

FAQ - MODEL

Important Disclosures: While the CCM Market Model is based on sound economic and investment principles, there is no guarantee any of the objectives, including limiting account drawdowns, will be met in the future. The terms odds and probabilities also speak to uncertain outcomes. Please see additional disclosures for more information.