Advice on how to liquidate stock accounts?

NYMomof2
Sun, 02 Aug 2015 01:09:57 +0000

CCDD14, we both already have accounts with Vanguard. I’m sure that not all of the stocks are losses,

rosered55, that is the rule that AttorneyMother linked to. You can get around it by doing direct, trustee-to-trustee rollovers.