[請益] 收到嘉信的信件
內文如下:
Please review year-end deadlines for gifts to an outside organization.㗒etters of Authorization must be received by close of the business day listed below. ‧ Mutual Funds: Monday, December 2, 2024ꀊ ‧ DTC Stocks & Bonds: Friday, December 13, 2024
ꀊGift transfers received after the deadlines will be processed on a best-efforts basis. For simple, tax-smart giving, consider DAFgiving360TM.
內文有請我填表格,想請問意思是不是匯出匯入帳戶都有優惠呢?不太確定什麼意思,請教大家一下
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推
內文跑掉了
推
這是提醒你如果要贈與的話要趁早。如果超過上面列出的時間
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,則Schwab不能保證來得及做完,可能會導致浪費今年度的贈
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與稅免稅額。
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