得する確定拠出年金
書籍詳細
著者
大村大次郎
コード
9784828419145
カテゴリ
経済・金融・投資
発売日
2016/9/29
本体価格
1,000円＋税
ページ数
192ページ
サイズ
四六ソフト
内容
月5000円からの積立で誰でも「三重の節税」「資産」「年金」ができる！ (2017年法改正対応) 国民年金、厚生年金以外の私的年金である「確定拠出型年金」が法改正(2017年施行)により利用メリットが増えた。これまで自営業者や企業年金がない企業に勤める会社員のみに利用できていたが、すべての国民が使えることになった。所得に応じて、毎年一定以上の金額を、投資信託や手数料の少ないＥＴＦのほか、元本保証型商品に投資できる。最大のメリットは、かつてないほど節税効果が高いこと。初めて投資をする人が確定拠出型年金を賢く利用して、節税リスクを減らすための手引書としての一冊。
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