Any cons on doing this? I have brokerage account and 401k with fidelity. Not sure of I should transfer them to chase bank to get better mortgage rate? 500k stocks 160k 401k Mortgage for 850k 30yrs fixed 6.5%
Do it... it has literally no risk. Just not sell anything in a taxable account to avoid cap gain tax.
You can do ACAT transfer to JP Morgan brokerage without incurring capital gains/or loss.
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Remember to transfer in-kind to avoid capital gain tax. Otherwise, very low risk.
What is in kind? We are not liquidating any stocks..