EPISODE · Sep 1, 2025 · 29 MIN
幫小孩買儲蓄險期滿,竟被追稅76萬! 專家:投保時要保人、受益人這樣規畫 feat.駱潤生 | 毛利小姐變有錢 EP205
from 今周大耳朵 · host 今周刊Business Today
現代許多父母都會為子女規劃儲蓄險,希望能存下一筆教育或創業基金。然而,這份美意卻可能隱藏著意想不到的稅務地雷。 國際認證高級理財規劃顧問駱潤生在《毛利小姐變有錢》節目中,解析保單傳承財富,如何避免贈與稅陷阱、善用壽險法律優勢,將財富精準無憂傳承給下一代。 - 主持人|炳漢、孝瑜 與談人|國際認證高級理財規劃顧問-駱潤生 - ★立即加入Podcast專屬交流社群 | https://lihi.cc/cL6aH -- Hosting provided by SoundOn
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幫小孩買儲蓄險期滿,竟被追稅76萬! 專家:投保時要保人、受益人這樣規畫 feat.駱潤生 | 毛利小姐變有錢 EP205
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