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Re: bar1080 post# 667

Sunday, 03/21/2021 8:41:32 PM

Sunday, March 21, 2021 8:41:32 PM

Post# of 1125
Thanks for your response. I did get ahold of Berkshire and Wells Fargo, but hit a dead end. It seems like I will have to push Merrill to do more.
As far as why. If you have to sell one A share but you only need 100k or so, you can be liable for a lot of capitol gains taxes (Depending on a lot of other things) Especially in retirement when you can sell incrementally if you owned B shares instead of A shares. This may be more important if the Biden tax increases go through.(Nothing political here, just what may happen)
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