1902326
You'll need to sign in or create an account to connect with an expert.
Yes, if you are required to take a minimum distribution (RMD) from an IRA brokerage account, then you will have to liquidate sufficient stock holdings to do so.
It is your age and the fact the account contains untaxed assets that generate the requirement to take a minimum distribution. The nature of the assets (appreciated stock) does not eliminate that requirement.
You could have your RMD satisfied by moving IRA stock "in-kind" to your regular Investment brokerage account.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
catdelta
Level 2
RicN
Level 2
EllieHush1131963
Returning Member
6616jm
New Member
erwinturner
New Member