FPが教える iDeCo のすごさ

Do you know iDeCoの全額所得控除？

Transcript

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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