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Author: gsr One star, 50 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121592  
Subject: Avoid Mutual Fund taxes by getting stock ? Date: 9/21/1998 1:28 PM
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I am in the process of becoming Foolish and slowly exiting Mutual Funds in favor of direct investing into stocks.

My question is: Can you postpone capital gains taxes on money that is in these mutual funds by receiving stock instead of cash ?

I remember several prospecti saying that the mutual funds had the Option to send you stock certificates if selling stocks to raise cash would be disruptive to other fund members.

I was just wondering if you could ask for 166 shares of Dell @60 instead of $10,000 and just move your cost basis of say $4000 over to the stock and not have to immediately pay gains on $6000 ?

Thanks in Advance
-Greg Reynolds / gsr
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