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Thank you for the reply, Bob.

If I were making arrangements with another advisor, I'd be letting the new one take care of much of it.

I'm glad to know the terminology for "in-kind" because I'm not sure I want to incur taxable events -- at least not without more research.

When we started with the current one, I had lots of actual stock certificates which I surrendered.

If you own mutual funds that are propriatary to your current brokerage they will probably have to be liquidated.

That's part of why I'm dissatisfied <g>.

In an IRA this is not an issue as long as the tranfer is made custodian to custodian rather than having a check issued to you.

If it were just the IRA, that is something I've done before. It's the investment and "cash management account" that are stickier.

Thanks again!

~~ Alison
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