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

Divorce Master Radio

📊 What to Do About Shared Investment Accounts and Portfolios? | Los Angeles Divorce 💼 Got joint investment accounts or a shared stock portfolio with your spouse? If you're going through a divorce, dividing these assets the wrong way can lead to massive tax bills, legal delays, and financial stress. In this video, we break down how to split your investments the smart way. 📌 What You’ll Learn: ✔ How California community property laws apply to investment accounts 📑 ✔ The pros and cons of splitting investments in-kind vs. liquidating 💰 ✔ How to avoid triggering unnecessary capital gains taxes ⚠️ ✔ What your divorce judgment needs to say to ensure a smooth transfer 📄 ✔ Real client story: how we helped preserve a portfolio’s value with smart planning ✅ 💡 Real Client Story: We worked with a client who nearly liquidated a large mutual fund, unaware of the tax hit it would trigger. We coordinated with her advisor and crafted a smarter strategy that kept more money in her pocket—without fighting her ex. 💼 Why Work With Divorce661? ✔ Flat-Fee Divorce Services With Financial Expertise 🧾 ✔ We Coordinate With Advisors to Maximize Value 📈 ✔ 100% Remote Support for Clients Across California 🖥️ ✔ We Draft Clear, Enforceable Judgments That Work ✅ 📞 Need help dividing investments in your divorce? Visit Divorce661.com for your FREE consultation. We’ll help you protect your assets and avoid costly mistakes. 💬 Got questions about investment accounts and divorce? Drop them in the comments! #Divorce661, #DividingInvestments, #DivorceFinance, #CaliforniaDivorce, #FlatFeeDivorce, #CapitalGains, #InvestmentAccounts, #DivorceTips, #DividingAssets, #TaxPlanning