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re: Hold off on starting a Roth?
Posted on 1/22/16 at 1:38 pm to GREENHEAD22
Posted on 1/22/16 at 1:38 pm to GREENHEAD22
quote:Probably. The issue is would you have information on your clients that the general public does not have access to.
I am technically not suppose to invest in our clients? Does that count for a roth as well?
It's a possible violation of insider trading regulations if you buy stock in a client.
Ask your HR department.
ETA: It might also create a conflict of interest. If you have money tied up in a client's business, where would your loyalty be, to your employer or to the company you have a financial interest in?
This post was edited on 1/22/16 at 1:45 pm
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