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. Although we tried diligently to follow this at one point in our lives, we found it a bit too time consuming to really follow it long term.