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金臨天下

【九分鐘說財經】99%的人保單都填錯!這三招讓你少繳百萬稅!五個真實案例、三通則帶你體檢保單!

26 Nov 2024

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很多人想要用保單來節稅,不管是所得稅或遺產稅,但是一個不注意,可能你得無辜繳上百萬稅金!每張保單都有要保人、被保險人和受益人這三種關係人,如果好好安排,不但可以實現財富傳承的心願,更有機會省下大筆的稅。到底生前贈與好?還是死後繼承佳?這一集用五個案例、三個通則,帶大家一起檢視你的保單,到底有沒有妥善安排。 #保險 #保單 #遺產稅 #贈與稅 #三代保單 🔹主持人:趙慶翔 🔹來賓:錠嵂保經執行處經理孫成翰 ★慶翔IG追起來: tvbscynthiachao (https://reurl.cc/dyZgrz) -- Hosting provided by SoundOn

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