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Transferring Stock For a Withdrawal - Example

Good Morning Everyone,

Annie Carlson recently withdrew from Da Demo club. Because of tax advantages for both the club and for Annie, they used appreciated stock to pay out her withdrawal.

Here is a description of the process they went through to do that. It will give you a good example to follow if one of your members is withdrawing.

Transferring Stock For a Withdrawal

Don't forget that transferring stock is only beneficial when it is done with shares that have gone up in value since you purchased them.

Laurie Frederiksen
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