447 | Mailbag: Breaking up with your Advisor, I Bonds, 4% Rule, Accounts for Kids, Roth IRAs | Sean Mullaney
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How to Mitigate the Tax Implications of Appreciated Stock and Taxable Brokerage Accounts
There are two things going on in tandem. There's the actual breaking up which we'd covered in fall, and then there's the taxable nature of this. This is largely a moot issue for any of the IRAs and retirement vehicles. If you're moving in kind and you have not had to sell anything, there's no tax issue right there.
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