【40代・50代は要確認】新NISAやiDeCoに潜む罠8選と対策まとめ

▼Video calculating how much you'll need in retirement    • 【老後2000万円問題の現在】年齢別老後で不足する金額を公開！老後1億円必要なケース...   ▼I published a book called "Sly Money Saving Tips" (free version available) https://amzn.to/3MmIsir ▼Get 7 Magnificent shares for free during this campaign https://j.jp.moomoo.com/0qO1IS ▼List of recommended money-saving products and services https://chasksite.com/archives/25420 ▼List of DIY asset formation and withdrawal simulators https://x.com/cHaskVideo/status/19508... ▼How to start a side hustle blog https://chasksite.com/archives/24904 [Video List by Genre] ▼FIRE and semi-retirement related videos h    • FIRE系動画   ▼Asset Drainage Simulation    • 資産取り崩しシミュレーション一覧   ▼FANG+ Series    • FANG+シリーズ   ▼Pension and Retirement Assets    • 年金・老後のお金問題など   ▼What a Million Yen in Assets Can Change Series https://www.youtube.co m/playlist?list=PL-6Z7DIrYKImgo--vQ46fbXWtUKvjXPjj ▼Savings-related videos    • 節約系動画   ▼Work-related worries and social incompatibility-related videos    • 働く悩み・社会不適合系動画   ▼Chasuku's Vlog-related videos    • ちゃすくのVlog   ▼Members-only videos https://www.youtube.com/playlist?list... aTwpGnPQ [Social Media] X (formerly Twitter):   / chaskvideo   Blog: https://chasksite.com/ Note: https://note.com/chask Official LINE: https://lin.ee/RN1MQQR Latest Video:    • ちゃすくの最新動画リスト   Published Book: https://amzn.to/3MmIsir Job Inquiries: https://forms.gle/xHdVeX6AKYw4gUvq8 ▼YouTube Management Records, etc. https://note.com/chask/membership [Disclaimer] This video does not recommend or solicit the purchase or sale of any specific financial products or investment strategies. The channel operator does not provide investment advice for the purpose of selling or recommending any financial products. The simulation results shown in the video are merely estimates (feasibility studies) based on past data and do not guarantee future investment results or returns. Investments involve the risk of loss of principal and price fluctuations. Final investment decisions must be made based on your own knowledge and responsibility. This content complies with all relevant laws and regulations, including copyright, intellectual property rights, and the Financial Instruments and Exchange Act, and has been created for the sole purpose of providing information and investment education. [Timetable] 00:00 US stocks are actually taxed even under the new NISA. 00:41 Table of Contents 01:24 Trap 1. Dividends are taxed when buying US stocks, etc. 03:35 Trap 2. Even with NISA, you're taxed due to incorrect receipt settings. 05:02 Trap 3. Your NISA account is forcibly closed. 06:51 Trap 4. Your money is transferred to a designated account upon inheritance. 08:27 Trap 5. iDeCo is likely to be taxed. 17:33 Trap 6. Asset taxation is introduced with iDeCo. 20:32 Trap 7. Inheritance tax increases behind the expansion of NISA. 22:15 Trap 8. Asset accumulation doesn't cover retirement shortfalls (for people in their 40s and 50s). This channel is a participant in the Amazon Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to Amazon.co.jp. The voices used in the video may include those from the VOICEVOX: series: Zundamon, Shikoku Metan, Kasukabe Tsumugi, Amahari Hau, and Namioto Ritsu. #cHask #chasuku