Advice on how to liquidate stock accounts?

NYMomof2
Sun, 02 Aug 2015 00:13:57 +0000

Thanks CCDD14 and arabrab. I hadn’t realized that transferring the stocks to Vanguard was a possibility. Of course I will call them, and talk to the person who does our taxes. But I feel completely in the woods right now and wanted to have some idea of the situation before I talk to anyone.

CCDD14, is the $3k for each of us, or joint? I hope there’s no limit, that would be great.