Do you know iDeCoの全額所得控除?
FP͕ڭ͑Δ iDeCo ͷ͢͝͞Do you know iDeCoͷશֹॴಘ߇আʁABEJA Asakai 2022/01/26 Shogo Muranushi@CTO Office
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iDeCo / NISAͬͯΔਓڍखʂ• ޙ΄ͲΛ͑·͢
iDeCoͱ3FGIUUQTXXXJEFDPLPVTIJLJKQHVJEF
iDeCoͷڧྗͳϝϦοτ• શֹ͕ॴಘ߇আ• શֹ͕ॴಘ߇আ• શֹ͕ॴಘ߇আ• શֹ͕ॴಘ߇আ• ແବങ͍ܦඅͰͳ͘ɺগͳ͍ੵͰ͖Δܦඅ૬• ӡ༻ӹ͕ඇ՝੫
ॴಘ߇আͱ੫ֹ߇আͷҧ͍3FGIUUQTLJGVOBWJKQQSPDFEVSFfiOBM@SFUVSO
ॴಘ߇আͱ੫ֹ߇আͷҧ͍3FGIUUQTLJGVOBWJKQQSPDFEVSFfiOBM@SFUVSO՝੫ॴಘֹ͕ۚݮΒͤΔ੫ֹ͕ݮΔॴಘ੫ֹ͕ݮΔ
Ͳͷ͘Β͍અ੫͞ΕΔͷ͔3FGIUUQTXXXSFTPOBCBOLDPKQOFOLJOJEFDPDPMVNOUBYTBWJOHTJNVMBUJPOIUNMձࣾһ
20ؒͰγϛϡϨʔγϣϯ3FGIUUQTXXXSBLVUFOTFDDPKQXFCGVOETBWJOHTJNVMBUJPO
ͰϦεΫ͋ΔΜͰ͢ΑͶʁ
ظࢿ͢ΕݩຊׂΕϦεΫݮ3FGIUUQTXXXSBLVUFOTFDDPKQXFCGVOETBWJOHTJNVMBUJPO
ࢿͰṶ͔Δਓ
Կʹࢿ͢Εྑ͍Ͱ͔͢ʁ• ຊגࣙΊ͓͚ͯ• ݸผגϘϥςΟϦςΟߴ͍• ॳ৺ऀΠϯσοΫεࢿ͕ྑ͍ɻҎԼ͕Φεεϝ• S&P500ʢVOOʣ• શถʢVTIʣ• શੈքʢVTʣ
Tips• ࢿ࢝Ίͨॳظגࣜ100%Ͱ• ग़ޱ͕͍͖ۙͮͯͨΒʢ5લɺ10લҐ͔Βʣࢿ࢈͕૿͑ͯΔͷͰɺঃʑʹ࠴݊ൺ্͛ͯམϦεΫݮΒ͢• 6:4, 5:5, 4:6 ͱ͔͓ΈͰ• Γͳ͍ਓ• ੵΈཱͯNISAՃ͢Δͷ༗Γ• NISAॴಘ߇আͳ͍͚Ͳɺӡ༻ӹͷඇ՝੫͋Δ• ්ͰiDeCoɺNISA͢Δͷ͋ΓɻͰແཧͷͳ͍ൣғͰ
Let’s Enjoy