As others have said, really need more specific information. Get statements with history and then post back with the specifics of each account.
As to the "managed" account, depending on the specifics, moving it may or may not be taxable. Likely will be partially taxable. Again, depends on specifics.
Note that you student loans really don't batter to this discussion.
W/o any background, this will seem overwhelming but first step is get the information so you can answer the detail questions that will follow. Posters here can walk you through things and explain things. Not as complicated as it seems once you have more background.
As to the "managed" account, depending on the specifics, moving it may or may not be taxable. Likely will be partially taxable. Again, depends on specifics.
Note that you student loans really don't batter to this discussion.
W/o any background, this will seem overwhelming but first step is get the information so you can answer the detail questions that will follow. Posters here can walk you through things and explain things. Not as complicated as it seems once you have more background.
Statistics: Posted by LotsaGray — Fri Jan 10, 2025 5:18 pm — Replies 4 — Views 462