lem1955
Recycles dryer sheets
- Joined
- Mar 1, 2007
- Messages
- 315
I have recently inherited a brokerage account consisting largely of individual stocks, and a few mutual funds valued at ~ $300,000. It is currently held at Wells Fargo Advisors. I intend to transfer it to Vanguard. Is it better to liquidate the funds and transfer cash, or transfer the assets directly? Or is it moot because the stepped up basis pertains to either case? I do not intend to withdraw a large amount from that account in 2023 or 2024.