447 | Mailbag: Breaking up with your Advisor, I Bonds, 4% Rule, Accounts for Kids, Roth IRAs | Sean Mullaney
ChooseFI
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How to Manage Capital Gains When Moving a Stock
When you're just simply moving the shares from one facility to another, no capital gain is triggered at that point. It's only upon sale. Does your new institution get the records from your old institution of the purchase price, your basis, all that kind of stuff? Yeah, that's a really good question, Brad. And I'm not 100% sure of the answer. Sure. What you may want to do is just grab your basis information prior to moving and then we could also talk about ways to potentially manage that capital gain.
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