I’m trying to decide what to do with a proprietary ETF I hold. I can’t transfer it in kind to my Schwab account, so I’m trying to figure out if I should: keep holding it; sell it and put the proceeds in my Schwab account (after using some to pay estimated taxes on the long-term capital gains; or sell and deposit the proceeds into my children’s 529 plans (after using a portion to pay estimated taxes on the long-term capital gains).
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