Here, from Wells Fargo

來源: 於 2023-12-27 13:18:27 [舊帖] [給我悄悄話] 本文已被閱讀：次

"Sell securities by December 29, the last trading day in 2023, to realize a capital gain or loss. this year, if applicable. Complete any Roth IRA conversions. Make gifts to individuals or charities."