In Kind vs Liquidate?

Transferring shares of assets, as opposed to selling them and transferring your cash proceeds, is called a “transfer-in-kind.” ... Another potential downside of liquidating assets before transferring the account involves holding only cash while waiting for the new account to process the funds before investment.

What does it mean to transfer in-kind?

What's an "in kind" transfer? When you transfer "in kind," you simply move your investments to us "as is." There's no selling or buying involved and no tax consequences either. Vanguard receives your investments at the market value on the date of the transfer.

What is an example of an in-kind transfer?

An in-kind transfer is also a type of public spending to help specific populations. ... One example of a U.S. in-kind transfer program is Medicare, which subsidizes health care for senior citizens and the disabled. Veterans' benefits and Stafford student loans are other examples.

James H. Sterling

James H. Sterling

Environmental Science & Climate Journalist

James Sterling reports on renewable energy developments, climate policy, ecological conservation, and green tech innovations around the globe.