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Storm
@storm.mg
·
59 minutes
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爸爸生前買的保單以為免稅,兒子竟被追135萬遺產稅!專家曝忽略2細節國稅局找上門
爸爸留下三張保單,原本以為留給孩子的是無憂的愛,沒想到幾個月後,卻引來一張破百萬的稅單…… 爸爸的愛,怎麼變成了百萬稅單? 陳爸爸是一位愛家成癡的父親,晚年財務無虞,心中最大的牽掛,就是希望兒子們在自己走後也能安心過日子。 他聽從理財專員建議,在70多歲那年,一口氣躉繳了900萬元,買了3張「投資型壽險保單」,受益人寫上了兩個兒子的名字。 當時理專告訴他:「這類保單的保險金可以...
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