tax consequences in moving taxable account

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If I decide to move my taxable account from an investment firm that has their own products, so I can self direct, how do I determine how big a tax bill I am going to see doing this?

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Asked on February 26, 2025 2:29 pm
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I imagine by this you mean the new brokerage you are moving to does not have these funds and as such you're going to need to liquidate them in order to move?

If that is the case, the taxes will be entirely dependent on the profits/losses you have on the funds.

The firm should be able to give you an idea of the capital gains you'd be expected to realize if you moved and had to liquidate.

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Posted by Dan Kent
Answered on February 26, 2025 2:37 pm
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