transfer taxable $$ without incurring taxes?
We have $$ in 3 firms. TRowe has deferred $$, Fido has taxable, Roth, and rollover mutual funds, and individual stocks in Schwab brokerage account. I would like to move the Schwab stocks to Fido to simplify, consolidate, and make moving $$ between stocks and funds easier. Can I move/transfer custody of my stock ownership from Schwab to Fido -without having to sell - take a tax hit - and repurchase?
I would not have anyone adopt my mode of living...but I would have each one be very careful to find out and pursue his own way, and not his father's or his mother's or his neighbor's instead. Thoreau, Walden