I don't really need the money (although it would be nice, of course) and suggested maybe leaving the fund in her estate that I will inherit would be more financially beneficial, as I would then get a step up in the cost basis, and her estate is going to be lower than the estate tax exclusion limits. But she says the fund is not performing and she doesn't want it anymore, but she doesn't want to sell it herself and pay the capital gains.Any thoughts or suggestions? ==========================What Phil said, and one more thing:Since you have her/carryover basis, and you will have to pay the capital gains taxes if/when you sell, keep in mind that this year MAY be the cheapest rates on LT capital gains we'll see for a long time. Not only are the "Bush tax cut" rates scheduled to expire, but in 2013 the enhanced Medicare tax rates kick in, if your income is high enough.Bill
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