ideco ideco ideco i D e C o ideco 3 ideco 60 ideco LIFE MAP,LLC ideco P. 4 Step 1 P. 8 Step 2 P. 12 Step 3 P. 14 Step 4 P. 26 Step 5 P. 30 Step 6 P. 32 Step 7 2 calamar 3
0102 03 04 0506074 Step 1 ideco!! STEP 1 Merit 1 1 12 2 3 500 36, 000 1,000 51, 600 500 20% 10 1,000 33% 10% DC 401 k 60 5, 000 1,000 60 70 Merit 2 2,031 0 0 20.315 60 1 20 60 20 2 60 60 70 60 60 3 ideco ideco 4 3 Merit 3 30 1,500 65 65 70 120 60 5
0102 03 04 0506076 ideco 20 60 1 2 3 6 8,000 81 6,000 2 3,000 1 2,0002 27 6,000 14 4,00024 2 1 2,000 14 4,000 2017 1 60 2 2 3,000 27 6,000 103 1 1,000 1,000 1 12 11 ideco 103 2017 1 1 3 6 8,000 2 81 6,000 2 3,000 27 6,000 1 2,000 14 4,000 2 3,000 27 6,000 1 1 2,000 14 4,000 2 3 24 2 7,500 4 5 5,000 4 1 2 3 5,000 5,000 4 7
0102 03 04 0506078 Step 2 C heck! CASE 01 STEP 3 27 300 1 2 3 3 0 100 10 5,000 18 3 6,000 33 118 8,000 CASE 02 CASE 03 35 43 600 800 14 4,000 27 6,000.%.% 81 6,000 1 2,000 14 4,000 4 3,200 6 8,000 81 6,000 26 9,280 195 5 2 1,600 4 1,400 12 2,400 195 330 10 2 8,800 5 5,200 16 3,200 25 108 17 457 7,760 330 695 20 4 3,200 8 2,800 24 4,800 695 900 23 10 4 7,520 9 1,080 26 9,280 900 1,800 33 6 1,920 11 8,680 35 0,880 1,800 4,000 40 7 2,000 13 8,000 40 8,000 4,000 45 7 9,200 15 1,8 00 44 8,800? 103 9
0102 03 04 05060710 11 25 67 3 690 67 1,636 1,025 8,180 35 35 500 2 3,000 25 ideco 500 2 6902 3,000 335 8,180 + 1,025 8,180 ideco 2,777 103 1, 236 64 768 4,781 2018 11 P. 13 67 1,636 60 2 27.9 22.1 13.0 14.9 5.8 27 28 67 2 27. 9 13. 0 22.1 20 30 1 70 15!! 20 1,400 6585 2017 22 80.75 86.99
010203 0405 06 07 13 12 Step 3 STEP!! 3 ideco 1 2 3 ideco 0 ideco ideco 1 0 0 ideco 0 1 1 2 1 2,777 103 3 1,029 64 432 432 ideco 4,320 1 2 3 ideco 2 3 JIS&T REIT REIT JIS&T 1ID REIT
0115 14 02 Step 4 p 16 1 2 STEP ideco ideco 2 NISA 3 JIS&T 002 N 0.1728% 3 4 5 1 2 TOPIX 7 TOPIX 1 TOPIX 100 1 1 13 5 1 2018 11 7 WEB 6 DC 1 31 ideco 2 JIS&T 7 100 31 3 4 5 6 ideco!! 03 04 050607
0117 16 02 NISA 002 006 TOPIX 3 3 TOPIX JIS&T N DC JIS&T FD 1998 0.1728% 1.6524% 225 003 1 One JIS&T ONE 225 0.1836% itrust 004 1 JIS&T itrust DC 0.9612% TOPIX TOPIX 1 TOPIX 30 1 225 3 225 30 30 30 029 JIS&T 30 DC 1.0584% 007 1 JIS&T One ONE NOMURA-BPI NOMURA-BPI 0.1512% MHAM DC 005 62 & DC 008 3 62 3 NOMURA-BPI One 1 JIS&T ONE JIS&T 1.674% 0.648% 03 04 050607
0119 18 02 DC REIT 009 REIT DC 013 1 REIT REIT 2003 3 REIT JIS&T DC JIS&T DC DC REIT - 0.2700% 1.4364% J-REIT REIT 010 itrust 014 3 1 JIS&T JREIT DC DC JIS&T itrust DC REIT - 1.026% 0.9612% 011 030 1 JIS&T One ONE DC - 1 JIS&T - 0.216% 0.1696% 012 015 3 JIS&T - 1 JIS&T One ONE - 0.594% MSCI M SCI REIT REIT 200510 MSCI BRICs 0.1836% 60 80 4, 000 CRSP US 4,000 NY S&P 500 03 04 050607
0121 20 016 027 1 3 One JIS&T ONEH JIS&T - 0.216% 1 3 JIS&T US DC 3 JIS&T 017 0.5616% 018 1 - One ONEUSHY - 1.512% 0.2% 1 JIS&T REIT 019 DC JPGBI EM S&P REIT S&P REIT 5 6 S&P REIT - 1.55% 0.1% 1 JIS&T 031-0.2296% JIS&T 028 - SS H - 0.886% 1 JIS&T 020 B 02 FTSE 7,400 1 LBMA REIT- - 0.2916% 1.2856% 03 04 050607
0123 22 02 UFJ D C KAKUSHIN 021 2030 023 3 1 JIS&T UFJ UFJ DC - JIS&T 2030-0.648% 0.897% DC 022 2040 024 3 JIS&T One ONE - 1 JIS&T 2040-1.188% 0.917% 026 2050 025 3 JIS&T GB - 0.62% JIS&T 2050-0.917% 0.1% DC DC 1 032 001 JIS&T - INDEX DC JIS&T - DC 1 0.2078% 2030 2030 54% 4 50 3010 0.2078 85 15 4 46% 25% 2040 2040 75% 2050 2050 2040 Vanguard 85 15 ETF 0. 06 1 1 365 03 04 050607
C A S E 01 20 ideco ideco 028 10 20 011 20 003 225 REIT 25 009 REIT 25 019 C A S E 04 40 REIT ideco 6 REIT 019 DC REIT10 010 J-REIT 10 15 016 5 20 028 40 011 02DCNISA 50 40 30 012 20 C A S E 02 30 20 REIT NISA Model Guide REIT 010 J-REIT 50 10 011 40 004 itrust C A S E 05 50 REIT 602 3,000 60 REIT 011 10 20 004 itrsut 10 30 027 30 022 DC 2018 10 24 25
010203 0405 06 07 27 26 Step 5 ideco 1 ideco 60 1 2 3 STEP ideco 60 1 ideco 0 2 4 6 8 10 60 10 ideco NISA 2 50 60 10 50 60 50 52 54 56 58 60 61 62 63 64 65 66 67 68 69 60 70 70 2008 2012 50 52 60 8 52 54 60 6 61 70 62 70 54 56 60 4 56 58 60 2 63 70 64 70 2 58 60 60 1 65 70 3 900,000 800,000 700,000 600,000 225A5 22 2012 10 23 2012 11 100 ideco 10 60 5010 500,000 400,000 300,000 200,000 100,000 3 4 0 2 011 1 2 011 5 2 011 9 2 012 1 2 012 5 2 012 9 2 013 1 2 013 5 2 013 9 2 014 1 2 014 5 2 014 9 2 015 1 2 015 5 2 015 9 ideco 2 ideco 2, 777 ideco 5,000 68,000 1 60, 000 816, 000 1 103 1,236 64 768 4, 781 2018 11 P. 13 60 10 2011 1 2015 121
010203 0405 06 07 29 28 5,000 50 100 C 1 50 30 20 2,000 20 B 30 1 5,000 A 50 3,000 20 30 50 10 20 10 60 100 9 17 30 4DC 1 A 6,000 A 40% B 20% C 20% D 20% A A B D B C A F B F 6,000 10 A 40% B 30% C 30% D 0% 2 1 7,0003,000 5,000 A B > JIS&T
0102 03 04 05 06 07 31 30 Step 6 STEP 60 1 2 3 2 60 60 10 5 20 2 or ideco ideco ideco 60 70 5 20 ideco 8913? 3 25 2 0120-545-401 PHS 050 IP 0570-000-401 03-6739-1363 107 9 5
0102 03 04 0506 07 33 32 Step 7 STEP 1 2 3 ideco ideco 1 2 1 2 YES NO 20 60 1 27 6000 2 3000 14 4000 1 2000 JIS T JIS&T JIS T JIS&T 14 4000 1 2000 5 27 6000 2 3000 4 2 81 6000 6 8000 ideco 3 1 20 2 3 ideco18 6000 42 4 5 JIS&T 26 26 13 26 26 13
Q A Q A Q A Q A WEB 1 2 Q Q A Q A Q 60 A 60 25 3 Q A 1, 000 Q? 0120-545-401 PHS 050 IP 0570-000-401 03-6739-1363 107 9 5 34 A A https: //dc.rakuten-sec.co.jp/