Got it. Tx Nalor!I would not hesitate to exceed sipc. I will, however, not transfer taxable assets somewhere without tax lot cost basis tracking and display. I've had brokers mess it up too many times (sometimes multiple times back and forth), and if I can't see it, I can't confirm itAwesome. Ty Nalor!Yes.May have been posted before, but at RH, can you designate a TOD beneficiary?
Would you all feel comfortable ACAT'ing to RH >$500k, taxable, in order to maximize a larger bonus? I don't have a problem transferring large sums (greater than the SIPC coverage) to the mainstay brokerages, just not sure how I want to approach the likes of RH.
Statistics: Posted by bbrock — Fri Sep 20, 2024 8:23 pm — Replies 8971 — Views 1671375