topspincharlie’s Activity

Fri Nov 10


Boards Post

topspincharlie replied to the Tax Strategies board. 3:18 PM

Re: splitting a brokerage account after a divorc

Peter and Ira,

Thank you so much for your responses. I haven't been on the boards for quite some time, but I used to scour them regularly when I was trying to hone my investment and financial planning "personality." It's [more]

Thu Nov 9


Boards Post

topspincharlie posted to the Tax Strategies board. 3:54 PM

splitting a brokerage account after a divorce

Unfortunately, a friend of mine (honest!) is looking for advice on how to handle splitting up a brokerage account after a divorce. I'm being told that transferring stocks in to the individual accounts in kind is not a taxable event. It's also [more]

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Two stars, 250 posts Old School Fool Global Fool
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