What to Do About Shared Investment Accounts and Portfolios? | Los Angeles Divorce

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📊 What to Do About Shared Investment Accounts and Portfolios? | Los Angeles Divorce 💼 If you and your ex built up investment accounts or portfolios together, you need to divide them smartly. In this video, we show you how to split brokerage accounts, stocks, and mutual funds after divorce—without creating a tax nightmare. 📌 What You’ll Learn: ✔ How California views joint investment accounts in divorce ⚖️ ✔ The pros and cons of liquidating vs. in-kind transfers 💸 ✔ What documentation brokerage firms require to split assets ✅ ✔ Real client story: how we helped avoid capital gains taxes on a 50/50 split 📊 ✔ How Divorce661 works with financial advisors to protect your wealth 🧠 💡 Real Client Story: We recently helped a client who had a large joint portfolio with her ex. They initially planned to divide it 50/50, but didn’t consider the tax hit on some long-term capital gains. We worked with her advisor to help structure a smarter, tax-efficient transfer that preserved more of the investment’s value and avoided unnecessary penalties. 💼 Why Work With Divorce661? ✔ Flat-Fee Divorce Services With Financial Strategy Built In 💼 ✔ We Help Coordinate With Brokers, Advisors & CPAs 📑 ✔ 100% Remote Support Across California 🖥️ ✔ Smart Divorce Judgments That Avoid Costly Mistakes ✅ 📞 Need help splitting your investment portfolio after divorce? Visit Divorce661.com for a FREE consultation. We’ll help you protect your assets and keep your future secure. 💬 Have you had to divide investments in your divorce? Share your tips or questions in the comments! #Divorce661, #DividingInvestments, #CaliforniaDivorce, #DivorceHelp, #FlatFeeDivorce, #PortfolioSplit, #PostDivorcePlanning, #CapitalGains, #DividingAssets, #DivorceAndFinances

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