I still have the answer though. If they just want to rebalance, they can do in-kind transactions that are not taxeable, since no gain is realised.
Discussion
I thought in-kind was not permitted ..I could be wrong
I still have the answer though. If they just want to rebalance, they can do in-kind transactions that are not taxeable, since no gain is realised.
I thought in-kind was not permitted ..I could be wrong