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Consolidating after-tax brokerage accounts

Reddit r/investing·9h·SocialSocial

If I have SWPPX in schwab but now want to move all of my stuff to a Joint account in Vanguard, will this trigger a tax bill? The SWPPX has appreciated and it will be selling at a gain. I don’t believe Vanguard can carry SWPPX so I think they would have to sell SWPPX and buy a Vanguard equivalent. Thank you for your time submitted by /u/justanotherlowbi [link] [comments]

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Published
5/28/2026, 12:31:00 AM
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5/28/2026, 8:05:19 AM
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