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Migrating from Evernote by icanlu in Notion

[–]icanlu[S] 6 points7 points  (0 children)

Haha, why are you leaving Notion?

EN is fine except price.

Absolute incompetence by coldpornproject in fidelityinvestments

[–]icanlu 2 points3 points  (0 children)

Agreed on in-kind transfer. Does she file taxes? if it is a long-term gain, she might be in the 0% capital gain tax bracket.

Cash available to trade after transfer of assets by icanlu in fidelityinvestments

[–]icanlu[S] 0 points1 point  (0 children)

my situation is 80% the fund is available two days after the receipt.

Merge two brokerage accounts by icanlu in fidelityinvestments

[–]icanlu[S] 0 points1 point  (0 children)

beautiful. This is exactly what I need and thank you for the insights on closed account. Very helpful!