- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Tax Impact of combining my wife and my investment accounts?
My wife has an Investment (non-IRA) account at Fidelity.
I have an Investment (non-IRA) account at Fidelity.
We would like to combine those accounts.
Either transferring the assets from one account to the other.
Or transferring assets from both account to a third account.
We want to understand any tax impact to doing something like that.
Thanks for any help or advice!
Topics:
‎January 9, 2021
4:01 PM