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FPが教える iDeCo のすごさ

FPが教える iDeCo のすごさ

Do you know iDeCoの全額所得控除?

shogomuranushi

January 27, 2022
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  1. FP͕ڭ͑Δ iDeCo ͷ͢͝͞
    Do you know iDeCoͷશֹॴಘ߇আʁ
    ABEJA Asakai 2022/01/26

    Shogo Muranushi@CTO Of
    fi
    ce

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  2. iDeCo / NISA΍ͬͯΔਓ͸ڍखʂ
    • ޙ΄Ͳ਺Λ਺͑·͢

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  3. iDeCoͱ͸
    3FGIUUQTXXXJEFDPLPVTIJLJKQHVJEF

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  4. iDeCoͷڧྗͳϝϦοτ
    • શֹ͕ॴಘ߇আ


    • શֹ͕ॴಘ߇আ


    • શֹ͕ॴಘ߇আ


    • શֹ͕ॴಘ߇আ


    • ແବങ͍ܦඅͰ͸ͳ͘ɺ਺গͳ͍஝ੵͰ͖Δܦඅ૬౰


    • ӡ༻ӹ͕ඇ՝੫

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  5. ॴಘ߇আͱ੫ֹ߇আͷҧ͍
    3FGIUUQTLJGVOBWJKQQSPDFEVSF
    fi
    OBM@SFUVSO

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  6. ॴಘ߇আͱ੫ֹ߇আͷҧ͍
    3FGIUUQTLJGVOBWJKQQSPDFEVSF
    fi
    OBM@SFUVSO
    ՝੫ॴಘֹ͕ۚݮΒͤΔ੫ֹ͕ݮΔॴಘ੫ֹ͕ݮΔ

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  7. Ͳͷ͘Β͍અ੫͞ΕΔͷ͔
    3FGIUUQTXXXSFTPOBCBOLDPKQOFOLJOJEFDPDPMVNOUBYTBWJOHTJNVMBUJPOIUNM
    ձࣾһ

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  8. 20೥ؒͰγϛϡϨʔγϣϯ
    3FGIUUQTXXXSBLVUFOTFDDPKQXFCGVOETBWJOHTJNVMBUJPO

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  9. Ͱ΋ϦεΫ͋ΔΜͰ͢ΑͶʁ

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  10. ௕ظ౤ࢿ͢Ε͹ݩຊׂΕϦεΫݮ
    3FGIUUQTXXXSBLVUFOTFDDPKQXFCGVOETBWJOHTJNVMBUJPO

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  11. ౤ࢿͰṶ͔Δਓ

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  12. Կʹ౤ࢿ͢Ε͹ྑ͍Ͱ͔͢ʁ
    • ೔ຊג͸ࣙΊ͓͚ͯ


    • ݸผג͸ϘϥςΟϦςΟߴ͍


    • ॳ৺ऀ͸ΠϯσοΫε౤ࢿ͕ྑ͍ɻҎԼ͕Φεεϝ


    • S&P500ʢVOOʣ


    • શถʢVTIʣ


    • શੈքʢVTʣ

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  13. 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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  14. Let’s Enjoy

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