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All You Ever Wanted to Know About Investment Club Withdrawals

5/24/2022

In the latest myICLUB.com webinar, Russell Malley explains how member withdrawals work.

In the May 17, 2022 Investment Club webinar, Russell Malley and Sean Pulrang of ICLUBcentral delivered a presentation on "All You Ever Wanted to Know About Investment Club Withdrawals" using myICLUB.com.

There are significant upsides and a painful downsides depending on how partial or full member withdrawals from an investment club are processed, to both current and the withdrawing partners. That's why it's important to understand the different methods of handling withdrawals, whether to pay out the member in cash or transfer securities, whether to transfer appreciated or depreciated securities, and whether to sell appreciated or depreciated shares to raise cash. There's a lot to take in, so this webinar is a must-see for any club and treasurer facing the prospect of recording a member withdrawal.

Download PDF handout.

Watch replay on YouTube.


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