Liz Weston: Financial analyst questions $50,000 capital gains move by new advisor

Published on: 05/31/2026

This news was posted by Oregon Today News

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Liz Weston, personal finance columnist

Dear Readers: The following comment was prompted by my response to the letter from a couple in their 70s asking if they had made a mistake moving their $2-million portfolio, including $340,000 in a taxable account, to a new advisor. The advisor recommended investment sales that resulted in a $50,000 capital gain tax bill, and their accountant disapproved.

News Source : https://www.oregonlive.com/business/2026/05/liz-weston-financial-analyst-questions-50000-capital-gains-move-by-new-advisor.html

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