Advice on how to liquidate stock accounts?

CCDD14
Sat, 01 Aug 2015 22:46:25 +0000

You can transfer securities from your IRA to Vanguard IRA without selling them. Just compare Vanguard fees with what you would be paying to your current broker if you sell. For example Vanguard may charge you up $35 to sell non-Vanguard mutual fund.
You can write off 3K per year of losses in your taxable account against other income year after year. I believe there is no 3 years limit.