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[請益] 收到嘉信的信件

看板Foreign_Inv標題[請益] 收到嘉信的信件作者
s22898699
(Ray)
時間推噓 2 推:2 噓:0 →:2

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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aria052011/28 00:11內文跑掉了

daze11/28 00:15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

daze11/28 00:15,則Schwab不能保證來得及做完,可能會導致浪費今年度的贈

daze11/28 00:15與稅免稅額。