Advice on how to liquidate stock accounts?

AttorneyMother
Sat, 01 Aug 2015 22:03:17 +0000

Just a quick post right now, time is short right now. I’ll check back later.

All IRAs (traditional and Roth): contact the company you want to transfer them to. Vanguard has a good “concierge” department to handle such asset transfers. Fidelity has a good one also.

Vanguard’s asset transfer kit: http://www.vanguard.com/pdf/s258.pdf

If I am understanding you correctly, you and your H have multiple IRAs. In that case, it is definitely in your interest to have trustee-to-trustee transfers only so you do not run afoul of the “one rollover per year” rule: