[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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d大人真好
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這個看不懂丟到翻譯不是就有答案了嗎…
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用嘉信十幾年了, 印象中訊息箱以前都沒有這類型訊息, 今
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年怎麼開始有這提醒啊 ? 有點好奇
推
我印象中至少幾年前就有了。不過以前似乎是在網頁上方的橫
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幅,有在期間登入才看得到。
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謝謝解答
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