MAY 6, 2016
When I retired, I used this method to re-invest the proceeds from my company 401K (that I had rolled into an IRA). It caught me by surprise that the stocks/mutual funds in which I invested while in the 401K could not be transferred in kind to my IRA. Instead, they had to be sold within the 401K and the proceeds reinvested in the IRA. I’m always on the look out for investment books I haven’t yet read. I pick up a lot of them at garage sales for 25 cents to a $1.