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Home - liquidate

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August 26, 2023

My inherited investment accounts have lost $28,000. Can I liquidate them and take a tax write-off?

Dear Tax Guy: My mother passed away in first quarter 2021, leaving me a designated beneficiary brokerage account and an IRA account. The total amount of these accounts invested in […]

August 26, 2023

My inherited investment accounts have lost $28,000. Can I liquidate them and take a tax write-off?

Dear Tax Guy: My mother passed away in first quarter 2021, leaving me a designated beneficiary brokerage account and an IRA account. The total amount of these accounts invested in […]

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