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
2. iDeCo / NISA΍ͬͯΔਓ͸ڍखʂ • ޙ΄Ͳ਺Λ਺͑·͢
3. iDeCoͱ͸ 3FG
   IUUQTXXXJEFDPLPVTIJLJKQHVJEF
4. iDeCoͷڧྗͳϝϦοτ • શֹ͕ॴಘ߇আ • શֹ͕ॴಘ߇আ • શֹ͕ॴಘ߇আ • શֹ͕ॴಘ߇আ • ແବങ͍ܦඅͰ͸ͳ͘ɺ਺গͳ͍஝ੵͰ͖Δܦඅ૬౰ • ӡ༻ӹ͕ඇ՝੫
5. ॴಘ߇আͱ੫ֹ߇আͷҧ͍ 3FG
   IUUQTLJGVOBWJKQQSPDFEVSF fi OBM@SFUVSO
6. ॴಘ߇আͱ੫ֹ߇আͷҧ͍ 3FG
   IUUQTLJGVOBWJKQQSPDFEVSF fi OBM@SFUVSO ՝੫ॴಘֹ͕ۚݮΒͤΔ
   
   ੫ֹ͕ݮΔ
   
   ॴಘ੫ֹ͕ݮΔ
7. Ͳͷ͘Β͍અ੫͞ΕΔͷ͔ 3FG
   IUUQTXXXSFTPOBCBOLDPKQOFOLJOJEFDPDPMVNOUBYTBWJOHTJNVMBUJPOIUNM ձࣾһ
8. 20೥ؒͰγϛϡϨʔγϣϯ 3FG
   IUUQTXXXSBLVUFOTFDDPKQXFCGVOETBWJOHTJNVMBUJPO
9. Ͱ΋ϦεΫ͋ΔΜͰ͢ΑͶʁ
10. ௕ظ౤ࢿ͢Ε͹ݩຊׂΕϦεΫݮ 3FG
    IUUQTXXXSBLVUFOTFDDPKQXFCGVOETBWJOHTJNVMBUJPO
11. ౤ࢿͰṶ͔Δਓ
12. Կʹ౤ࢿ͢Ε͹ྑ͍Ͱ͔͢ʁ • ೔ຊג͸ࣙΊ͓͚ͯ • ݸผג͸ϘϥςΟϦςΟߴ͍ • ॳ৺ऀ͸ΠϯσοΫε౤ࢿ͕ྑ͍ɻҎԼ͕Φεεϝ • S&P500ʢVOOʣ • શถʢVTIʣ • શੈքʢVTʣ
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
14. Let’s Enjoy