Quantcast
Channel: Bogleheads.org
Viewing all articles
Browse latest Browse all 3869

Personal Investments • Asset Transfer and Dividends

$
0
0
I have an in-kind asset transfer that is “in process” and is supposed to be complete over the next several business days. This overlaps with the dividend record date, ex-date, and distribution date for the holdings being transferred. How will the dividends be paid during this time? Note that the securities were set to “re-invest dividends and cap gains” at the source firm prior to initiating the transfer, if that matters. Thank you for your insight.

Statistics: Posted by Hot Sauce — Thu Dec 19, 2024 11:02 am — Replies 1 — Views 54



Viewing all articles
Browse latest Browse all 3869

Trending Articles



<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>