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FP͕ڭ͑Δ iDeCo ͷ͢͝͞ Do you know iDeCoͷશֹॴಘ߇আʁ ABEJA Asakai 2022/01/26 
 Shogo Muranushi@CTO Of fi ce

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iDeCo / NISA΍ͬͯΔਓ͸ڍखʂ • ޙ΄Ͳ਺Λ਺͑·͢

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iDeCoͱ͸ 3FGIUUQTXXXJEFDPLPVTIJLJKQHVJEF

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iDeCoͷڧྗͳϝϦοτ • શֹ͕ॴಘ߇আ • શֹ͕ॴಘ߇আ • શֹ͕ॴಘ߇আ • શֹ͕ॴಘ߇আ • ແବങ͍ܦඅͰ͸ͳ͘ɺ਺গͳ͍஝ੵͰ͖Δܦඅ૬౰ • ӡ༻ӹ͕ඇ՝੫

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ॴಘ߇আͱ੫ֹ߇আͷҧ͍ 3FGIUUQTLJGVOBWJKQQSPDFEVSF fi OBM@SFUVSO

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ॴಘ߇আͱ੫ֹ߇আͷҧ͍ 3FGIUUQTLJGVOBWJKQQSPDFEVSF fi OBM@SFUVSO ՝੫ॴಘֹ͕ۚݮΒͤΔ੫ֹ͕ݮΔॴಘ੫ֹ͕ݮΔ

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Ͳͷ͘Β͍અ੫͞ΕΔͷ͔ 3FGIUUQTXXXSFTPOBCBOLDPKQOFOLJOJEFDPDPMVNOUBYTBWJOHTJNVMBUJPOIUNM ձࣾһ

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20೥ؒͰγϛϡϨʔγϣϯ 3FGIUUQTXXXSBLVUFOTFDDPKQXFCGVOETBWJOHTJNVMBUJPO

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Ͱ΋ϦεΫ͋ΔΜͰ͢ΑͶʁ

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௕ظ౤ࢿ͢Ε͹ݩຊׂΕϦεΫݮ 3FGIUUQTXXXSBLVUFOTFDDPKQXFCGVOETBWJOHTJNVMBUJPO

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౤ࢿͰṶ͔Δਓ

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Կʹ౤ࢿ͢Ε͹ྑ͍Ͱ͔͢ʁ • ೔ຊג͸ࣙΊ͓͚ͯ • ݸผג͸ϘϥςΟϦςΟߴ͍ • ॳ৺ऀ͸ΠϯσοΫε౤ࢿ͕ྑ͍ɻҎԼ͕Φεεϝ • S&P500ʢVOOʣ • શถʢVTIʣ • શੈքʢVTʣ

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Tips • ౤ࢿ࢝Ίͨॳظ͸גࣜ100%Ͱ • ग़ޱ͕͍͖ۙͮͯͨΒʢ5೥લɺ10೥લҐ͔Βʣࢿ࢈͕૿͑ͯΔͷͰɺঃʑ ʹ࠴݊ൺ཰্͛ͯ๫མϦεΫݮΒ͢ • 6:4, 5:5, 4:6 ͱ͔͓޷ΈͰ • ෺଍Γͳ͍ਓ͸ • ੵΈཱͯNISA΋௥Ճ͢Δͷ༗Γ • NISA͸ॴಘ߇আ͸ͳ͍͚Ͳɺӡ༻ӹͷඇ՝੫͸͋Δ • ෉්ͰiDeCoɺNISA͢Δͷ΋͋ΓɻͰ΋ແཧͷͳ͍ൣғͰ

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Let’s Enjoy