Advice on how to liquidate stock accounts?

AttorneyMother
Sun, 02 Aug 2015 04:53:23 +0000

I would be more than a little unwilling to rely on an article from 2000 for tax strategy. So, either check with your tax adviser or search for more recent guidance.

Here’s a more recent article on the topic of in-kind distributions as RMDs from the website affiliated with Ed Slott, the author of the CNN article:

https://www.irahelp.com/slottreport/taking-non-cash-required-distributions-your-ira

And here’s another by Christine Benz of Morningstar that contains discussion of the same topic: