Can someone direct me to any articles or info on the
benefits and negatives of transferring stock vs. selling the
entire club portfolio and distributing the proceeds. I've
gone back through the posts and didn't find one that
actually explained that. I appreciate your help! Thank
you.

Hi!

The bivio Help pages have the information you want. Check out all the links under Withdrawals:

https://www.bivio.com/site-help/bp/StartPage

Here's the link directly to Cash vs. Stock Full Withdrawal:

https://www.bivio.com/trez_talk/mail-thread?p=69428600003

Becky Kruse
Bivio