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今周大耳朵

幫小孩買儲蓄險,如何不被課贈與稅? 專家建議:搞懂關係人安排,留意2招可避稅 Feat.駱潤生|毛利小姐變有錢 EP111

23 Nov 2023

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「家長替子女買儲蓄險,期滿領回保險金卻意外收到國稅局補繳贈與稅通知。」遇到這種情況,保險本舖諮詢顧問駱潤生表示,規劃子女保單要特別留意保單關係人安排,若要保人為家長、受益人為子女,國稅局將認定為贈與行為。駱潤生建議要保人、受益人設為孩子,同時留意每年免稅額度,可以有效達到節稅。 - 主持人|沛甫、孝瑜 與談人|保險本舖諮詢顧問 駱潤生 - ★立即加入Podcast專屬交流社群 | discord.gg/ZCYX3MseRh -- Hosting provided by SoundOn

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