Options Trading

  1. Special Topics in Options
    1. Options on Different Underlying Assets
      1. Index Options
        1. Features and Characteristics
          1. Cash Settlement
          2. ETF Options
            1. Liquidity Considerations
              1. Dividend Adjustments
              2. Futures Options
                1. Contract Specifications
                  1. Physical vs. Cash Settlement
                    1. Margin Requirements
                    2. Currency Options
                      1. FX Options Basics
                        1. Settlement Methods
                        2. Commodity Options
                          1. Agricultural Options
                            1. Energy Options
                              1. Metal Options
                            2. Non-Standard Options
                              1. Weekly Options (Weeklys)
                                1. Expiration Schedule
                                  1. Trading Considerations
                                    1. Liquidity Factors
                                    2. Quarterly Options (Quarterlys)
                                      1. Long-Term Expirations
                                        1. LEAPS Comparison
                                        2. FLEX Options
                                          1. Customizable Terms
                                            1. Institutional Use
                                          2. Corporate Actions and Adjustments
                                            1. Stock Splits
                                              1. Contract Adjustments
                                                1. Strike Price Changes
                                                2. Stock Dividends
                                                  1. Contract Modifications
                                                  2. Spin-offs and Mergers
                                                    1. Adjustment Procedures
                                                      1. Cash and Stock Deals
                                                    2. Tax Implications of Options Trading
                                                      1. Capital Gains Treatment
                                                        1. Short-Term vs. Long-Term
                                                          1. Holding Period Rules
                                                          2. Special Tax Rules
                                                            1. Section 1256 Contracts
                                                              1. Wash Sale Rules
                                                                1. Constructive Sales
                                                                2. Tax Reporting Requirements
                                                                  1. Form 1099-B
                                                                    1. Schedule D
                                                                      1. Record Keeping
                                                                      2. Tax Strategies
                                                                        1. Tax Loss Harvesting
                                                                          1. Qualified Covered Calls

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                                                                      9. Risk Management in Options Trading

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                                                                      11. Common Pitfalls and Best Practices