{"id":2241,"date":"2024-07-01T21:35:24","date_gmt":"2024-07-01T12:35:24","guid":{"rendered":"https:\/\/www.alchemoney.net\/?p=2241"},"modified":"2024-07-01T21:35:24","modified_gmt":"2024-07-01T12:35:24","slug":"2024%e5%b9%b4%e7%89%88%ef%bc%9a%e6%8a%95%e8%b3%87%e5%88%9d%e5%bf%83%e8%80%85%e5%bf%85%e8%a6%8b%ef%bc%81%e6%96%b0nisa%ef%bc%88%e3%83%8b%e3%83%bc%e3%82%b5%ef%bc%89%e3%82%92%e6%b4%bb%e7%94%a8%e3%81%97","status":"publish","type":"post","link":"https:\/\/www.alchemoney.net\/?p=2241","title":{"rendered":"2024\u5e74\u7248\uff1a\u6295\u8cc7\u521d\u5fc3\u8005\u5fc5\u898b\uff01\u65b0NISA\uff08\u30cb\u30fc\u30b5\uff09\u3092\u6d3b\u7528\u3057\u305f\u8cc7\u7523\u904b\u7528\u306e\u6975\u610f &#8211; \u7a0e\u5236\u512a\u9047\u3068\u9577\u671f\u6295\u8cc7\u3067\u5b89\u5b9a\u7684\u306a\u8cc7\u7523\u5f62\u6210\u3092\u5b9f\u73fe\u3059\u308b\u65b9\u6cd5"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">\u30a4\u30f3\u30c8\u30ed\u30c0\u30af\u30b7\u30e7\u30f3\uff1a\u65b0NISA\u3068\u306f\uff1f\u6295\u8cc7\u521d\u5fc3\u8005\u304c\u77e5\u3063\u3066\u304a\u304f\u3079\u304d\u57fa\u790e\u77e5\u8b58<\/h2>\n\n\n\n<p>\u6295\u8cc7\u306e\u4e16\u754c\u306b\u8db3\u3092\u8e0f\u307f\u5165\u308c\u3088\u3046\u3068\u3057\u3066\u3044\u308b\u7686\u3055\u3093\u3001\u300c\u65b0NISA\uff08\u30cb\u30fc\u30b5\uff09\u300d\u3068\u3044\u3046\u8a00\u8449\u3092\u3054\u5b58\u77e5\u3067\u3057\u3087\u3046\u304b\uff1f 2024\u5e741\u6708\u304b\u3089\u59cb\u307e\u3063\u305f\u3053\u306e\u65b0\u3057\u3044\u5236\u5ea6\u306f\u3001\u591a\u304f\u306e\u6295\u8cc7\u521d\u5fc3\u8005\u306b\u3068\u3063\u3066\u3001\u8cc7\u7523\u5f62\u6210\u306e\u5927\u304d\u306a\u30c1\u30e3\u30f3\u30b9\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u672c\u8a18\u4e8b\u3067\u306f\u3001\u65b0NISA\u306e\u57fa\u672c\u7684\u306a\u6982\u5ff5\u304b\u3089\u3001\u6295\u8cc7\u521d\u5fc3\u8005\u304c\u77e5\u3063\u3066\u304a\u304f\u3079\u304d\u91cd\u8981\u306a\u60c5\u5831\u307e\u3067\u3001\u8a73\u3057\u304f\u89e3\u8aac\u3057\u3066\u3044\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">NISA\u3068\u306f\u4f55\u304b\uff1f<\/h3>\n\n\n\n<p>NISA\uff08\u30cb\u30fc\u30b5\uff09\u306f\u300c\u5c11\u984d\u6295\u8cc7\u975e\u8ab2\u7a0e\u5236\u5ea6\u300d\u306e\u7565\u79f0\u3067\u3059\u3002\u3053\u306e\u5236\u5ea6\u306f\u3001\u500b\u4eba\u6295\u8cc7\u5bb6\u306e\u8cc7\u7523\u5f62\u6210\u3092\u652f\u63f4\u3057\u3001\u8caf\u84c4\u304b\u3089\u6295\u8cc7\u3078\u306e\u6d41\u308c\u3092\u4fc3\u9032\u3059\u308b\u305f\u3081\u306b\u3001\u65e5\u672c\u653f\u5e9c\u304c\u5c0e\u5165\u3057\u305f\u7a0e\u5236\u512a\u9047\u63aa\u7f6e\u3067\u3059\u3002NISA\u3092\u5229\u7528\u3059\u308b\u3068\u3001\u682a\u5f0f\u3084\u6295\u8cc7\u4fe1\u8a17\u306a\u3069\u306e\u91d1\u878d\u5546\u54c1\u3067\u5f97\u305f\u5229\u76ca\u3084\u914d\u5f53\u91d1\u304c\u3001\u4e00\u5b9a\u306e\u7bc4\u56f2\u5185\u3067\u975e\u8ab2\u7a0e\u3068\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u65b0NISA\u306e\u767b\u5834<\/h3>\n\n\n\n<p>2024\u5e741\u6708\u3088\u308a\u3001\u5f93\u6765\u306eNISA\u5236\u5ea6\u304c\u5927\u304d\u304f\u6539\u9769\u3055\u308c\u3001\u300c\u65b0NISA\u300d\u3068\u3057\u3066\u751f\u307e\u308c\u5909\u308f\u308a\u307e\u3057\u305f\u3002\u3053\u306e\u65b0\u5236\u5ea6\u306f\u3001\u3088\u308a\u591a\u304f\u306e\u4eba\u3005\u304c\u9577\u671f\u7684\u306a\u8996\u70b9\u3067\u8cc7\u7523\u5f62\u6210\u306b\u53d6\u308a\u7d44\u3081\u308b\u3088\u3046\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u65b0NISA\u306e\u4e3b\u306a\u7279\u5fb4\u306f\u4ee5\u4e0b\u306e\u901a\u308a\u3067\u3059\uff1a<\/p>\n\n\n\n<p>a) \u975e\u8ab2\u7a0e\u6295\u8cc7\u67a0\u306e\u62e1\u5927<br>b) \u975e\u8ab2\u7a0e\u671f\u9593\u306e\u6052\u4e45\u5316<br>c) 2\u3064\u306e\u53e3\u5ea7\u30bf\u30a4\u30d7\u306e\u5c0e\u5165\uff08\u6210\u9577\u6295\u8cc7\u67a0\u3068\u7279\u5b9a\u7d2f\u7a4d\u6295\u8cc7\u67a0\uff09<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u65b0NISA\u306e\u53e3\u5ea7\u30bf\u30a4\u30d7<\/h3>\n\n\n\n<p>\u65b0NISA\u3067\u306f\u3001\u6295\u8cc7\u76ee\u7684\u3084\u6295\u8cc7\u30b9\u30bf\u30a4\u30eb\u306b\u5fdc\u3058\u30662\u3064\u306e\u53e3\u5ea7\u30bf\u30a4\u30d7\u304c\u7528\u610f\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>a) \u6210\u9577\u6295\u8cc7\u67a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5e74\u9593\u6295\u8cc7\u4e0a\u9650\u984d\uff1a240\u4e07\u5186<\/li>\n\n\n\n<li>\u5bfe\u8c61\u5546\u54c1\uff1a\u4e0a\u5834\u682a\u5f0f\u3001ETF\u3001\u6295\u8cc7\u4fe1\u8a17\u306a\u3069<\/li>\n\n\n\n<li>\u7279\u5fb4\uff1a\u30cf\u30a4\u30ea\u30b9\u30af\u30fb\u30cf\u30a4\u30ea\u30bf\u30fc\u30f3\u3092\u72d9\u3046\u6295\u8cc7\u5bb6\u5411\u3051<\/li>\n<\/ul>\n\n\n\n<p>b) \u7279\u5b9a\u7d2f\u7a4d\u6295\u8cc7\u67a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5e74\u9593\u6295\u8cc7\u4e0a\u9650\u984d\uff1a120\u4e07\u5186<\/li>\n\n\n\n<li>\u5bfe\u8c61\u5546\u54c1\uff1a\u9577\u671f\u30fb\u7a4d\u7acb\u30fb\u5206\u6563\u6295\u8cc7\u306b\u9069\u3057\u305f\u6295\u8cc7\u4fe1\u8a17<\/li>\n\n\n\n<li>\u7279\u5fb4\uff1a\u5b89\u5b9a\u7684\u306a\u8cc7\u7523\u5f62\u6210\u3092\u76ee\u6307\u3059\u6295\u8cc7\u5bb6\u5411\u3051<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\u65b0NISA\u306e\u30e1\u30ea\u30c3\u30c8<\/h3>\n\n\n\n<p>\u65b0NISA\u5236\u5ea6\u306b\u306f\u3001\u6295\u8cc7\u521d\u5fc3\u8005\u306b\u3068\u3063\u3066\u9b45\u529b\u7684\u306a\u7279\u5fb4\u304c\u3044\u304f\u3064\u304b\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>a) \u7a0e\u5236\u512a\u9047\uff1a<br>\u6295\u8cc7\u3067\u5f97\u305f\u5229\u76ca\u3084\u914d\u5f53\u91d1\u304c\u975e\u8ab2\u7a0e\u3068\u306a\u308b\u305f\u3081\u3001\u6295\u8cc7\u52b9\u7387\u304c\u9ad8\u307e\u308a\u307e\u3059\u3002\u901a\u5e3820.315%\u306e\u7a0e\u91d1\u304c\u304b\u304b\u308b\u6295\u8cc7\u53ce\u76ca\u3082\u3001\u65b0NISA\u53e3\u5ea7\u5185\u3067\u3042\u308c\u3070\u975e\u8ab2\u7a0e\u3068\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>b) \u9577\u671f\u6295\u8cc7\u306e\u4fc3\u9032\uff1a<br>\u975e\u8ab2\u7a0e\u671f\u9593\u304c\u6052\u4e45\u5316\u3055\u308c\u305f\u3053\u3068\u3067\u3001\u3088\u308a\u9577\u671f\u7684\u306a\u8996\u70b9\u3067\u306e\u8cc7\u7523\u5f62\u6210\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>c) \u6295\u8cc7\u306e\u9078\u629e\u80a2\u306e\u62e1\u5927\uff1a<br>\u6210\u9577\u6295\u8cc7\u67a0\u3067\u306f\u5e45\u5e83\u3044\u91d1\u878d\u5546\u54c1\u306b\u6295\u8cc7\u3067\u304d\u308b\u4e00\u65b9\u3001\u7279\u5b9a\u7d2f\u7a4d\u6295\u8cc7\u67a0\u3067\u306f\u9577\u671f\u30fb\u7a4d\u7acb\u30fb\u5206\u6563\u6295\u8cc7\u306b\u9069\u3057\u305f\u5546\u54c1\u306b\u7279\u5316\u3057\u3066\u304a\u308a\u3001\u6295\u8cc7\u5bb6\u306e\u30cb\u30fc\u30ba\u306b\u5408\u308f\u305b\u305f\u9078\u629e\u304c\u53ef\u80fd\u3067\u3059\u3002<\/p>\n\n\n\n<p>d) \u5c11\u984d\u304b\u3089\u306e\u6295\u8cc7\uff1a<br>\u6bce\u6708\u306e\u7a4d\u7acb\u6295\u8cc7\u306a\u3069\u3001\u5c11\u984d\u304b\u3089\u59cb\u3081\u3089\u308c\u308b\u305f\u3081\u3001\u6295\u8cc7\u521d\u5fc3\u8005\u3067\u3082\u53d6\u308a\u7d44\u307f\u3084\u3059\u3044\u5236\u5ea6\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n\n\n\n\n<h3 class=\"wp-block-heading\">\u6295\u8cc7\u521d\u5fc3\u8005\u304c\u77e5\u3063\u3066\u304a\u304f\u3079\u304d\u57fa\u790e\u77e5\u8b58<\/h3>\n\n\n\n<p>\u65b0NISA\u3092\u6d3b\u7528\u3059\u308b\u524d\u306b\u3001\u6295\u8cc7\u521d\u5fc3\u8005\u304c\u62bc\u3055\u3048\u3066\u304a\u304f\u3079\u304d\u3044\u304f\u3064\u304b\u306e\u57fa\u672c\u7684\u306a\u6982\u5ff5\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>a) \u30ea\u30b9\u30af\u3068\u30ea\u30bf\u30fc\u30f3\uff1a<br>\u4e00\u822c\u7684\u306b\u3001\u9ad8\u3044\u30ea\u30bf\u30fc\u30f3\u3092\u671f\u5f85\u3067\u304d\u308b\u6295\u8cc7\u307b\u3069\u3001\u30ea\u30b9\u30af\u3082\u9ad8\u304f\u306a\u308a\u307e\u3059\u3002\u81ea\u5206\u306e\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u3092\u7406\u89e3\u3057\u3001\u9069\u5207\u306a\u6295\u8cc7\u5546\u54c1\u3092\u9078\u629e\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<p>b) \u5206\u6563\u6295\u8cc7\uff1a<br>\u300c\u5375\u3092\u4e00\u3064\u306e\u30ab\u30b4\u306b\u76db\u308b\u306a\u300d\u3068\u3044\u3046\u3053\u3068\u308f\u3056\u306e\u901a\u308a\u3001\u8907\u6570\u306e\u7570\u306a\u308b\u8cc7\u7523\u3084\u5730\u57df\u306b\u6295\u8cc7\u3059\u308b\u3053\u3068\u3067\u3001\u30ea\u30b9\u30af\u3092\u5206\u6563\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<p>c) \u9577\u671f\u6295\u8cc7\u306e\u91cd\u8981\u6027\uff1a<br>\u77ed\u671f\u7684\u306a\u5e02\u5834\u306e\u5909\u52d5\u306b\u4e00\u559c\u4e00\u6182\u305b\u305a\u3001\u9577\u671f\u7684\u306a\u8996\u70b9\u3067\u6295\u8cc7\u3092\u7d9a\u3051\u308b\u3053\u3068\u304c\u3001\u5b89\u5b9a\u7684\u306a\u8cc7\u7523\u5f62\u6210\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>d) \u8907\u5229\u52b9\u679c\uff1a<br>\u6295\u8cc7\u3067\u5f97\u305f\u5229\u76ca\u3092\u518d\u6295\u8cc7\u3059\u308b\u3053\u3068\u3067\u3001\u6642\u9593\u3068\u3068\u3082\u306b\u8cc7\u7523\u304c\u52a0\u901f\u5ea6\u7684\u306b\u6210\u9577\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u3092\u8907\u5229\u52b9\u679c\u3068\u547c\u3073\u307e\u3059\u3002<\/p>\n\n\n\n<p>e) \u6295\u8cc7\u30b3\u30b9\u30c8\uff1a<br>\u624b\u6570\u6599\u3084\u904b\u7528\u7ba1\u7406\u8cbb\u7528\u306a\u3069\u306e\u6295\u8cc7\u30b3\u30b9\u30c8\u306f\u3001\u9577\u671f\u7684\u306a\u6295\u8cc7\u30ea\u30bf\u30fc\u30f3\u306b\u5927\u304d\u306a\u5f71\u97ff\u3092\u4e0e\u3048\u307e\u3059\u3002\u30b3\u30b9\u30c8\u306e\u4f4e\u3044\u5546\u54c1\u3092\u9078\u3076\u3053\u3068\u3082\u91cd\u8981\u306a\u6226\u7565\u306e\u4e00\u3064\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u65b0NISA\u3092\u59cb\u3081\u308b\u524d\u306e\u6e96\u5099<\/h3>\n\n\n\n<p>\u65b0NISA\u3092\u6d3b\u7528\u3059\u308b\u524d\u306b\u3001\u4ee5\u4e0b\u306e\u6e96\u5099\u3092\u3057\u3066\u304a\u304f\u3068\u826f\u3044\u3067\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<p>a) \u91d1\u878d\u30ea\u30c6\u30e9\u30b7\u30fc\u306e\u5411\u4e0a\uff1a<br>\u57fa\u672c\u7684\u306a\u91d1\u878d\u30fb\u7d4c\u6e08\u306e\u77e5\u8b58\u3092\u8eab\u306b\u3064\u3051\u308b\u3053\u3068\u3067\u3001\u3088\u308a\u9069\u5207\u306a\u6295\u8cc7\u5224\u65ad\u304c\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>b) \u8cc7\u91d1\u8a08\u753b\u306e\u7acb\u6848\uff1a<br>\u751f\u6d3b\u306b\u5fc5\u8981\u306a\u8cc7\u91d1\u3068\u6295\u8cc7\u306b\u56de\u305b\u308b\u8cc7\u91d1\u3092\u660e\u78ba\u306b\u533a\u5225\u3057\u3001\u7121\u7406\u306e\u306a\u3044\u7bc4\u56f2\u3067\u6295\u8cc7\u3092\u884c\u3044\u307e\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<p>c) \u6295\u8cc7\u76ee\u7684\u306e\u660e\u78ba\u5316\uff1a<br>\u8001\u5f8c\u8cc7\u91d1\u306e\u6e96\u5099\u306a\u306e\u304b\u3001\u5b50\u3069\u3082\u306e\u6559\u80b2\u8cc7\u91d1\u306a\u306e\u304b\u3001\u6295\u8cc7\u306e\u76ee\u7684\u3092\u660e\u78ba\u306b\u3059\u308b\u3053\u3068\u3067\u3001\u9069\u5207\u306a\u6295\u8cc7\u6226\u7565\u3092\u7acb\u3066\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>d) \u8a3c\u5238\u4f1a\u793e\u306e\u9078\u629e\uff1a<br>\u65b0NISA\u53e3\u5ea7\u3092\u958b\u8a2d\u3059\u308b\u306b\u306f\u8a3c\u5238\u4f1a\u793e\u3092\u9078\u3076\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u624b\u6570\u6599\u3001\u53d6\u6271\u5546\u54c1\u3001\u4f7f\u3044\u3084\u3059\u3055\u306a\u3069\u3092\u6bd4\u8f03\u691c\u8a0e\u3057\u307e\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<p>\u65b0NISA\u306f\u3001\u6295\u8cc7\u521d\u5fc3\u8005\u306b\u3068\u3063\u3066\u975e\u5e38\u306b\u9b45\u529b\u7684\u306a\u5236\u5ea6\u3067\u3059\u3002\u7a0e\u5236\u512a\u9047\u3092\u53d7\u3051\u306a\u304c\u3089\u3001\u9577\u671f\u7684\u306a\u8996\u70b9\u3067\u8cc7\u7523\u5f62\u6210\u306b\u53d6\u308a\u7d44\u3081\u308b\u7d76\u597d\u306e\u6a5f\u4f1a\u3068\u3044\u3048\u308b\u3067\u3057\u3087\u3046\u3002\u3057\u304b\u3057\u3001\u6295\u8cc7\u306b\u306f\u5e38\u306b\u30ea\u30b9\u30af\u304c\u4f34\u3046\u3053\u3068\u3092\u5fd8\u308c\u3066\u306f\u3044\u3051\u307e\u305b\u3093\u3002\u81ea\u5df1\u8cac\u4efb\u306e\u539f\u5247\u306b\u57fa\u3065\u304d\u3001\u5341\u5206\u306a\u77e5\u8b58\u3068\u6e96\u5099\u3092\u3082\u3063\u3066\u3001\u65b0NISA\u3092\u6d3b\u7528\u3057\u305f\u6295\u8cc7\u3092\u59cb\u3081\u308b\u3053\u3068\u3092\u304a\u52e7\u3081\u3057\u307e\u3059\u3002<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\">\u65b0NISA\u306e\u7279\u5fb4\u3068\u5f93\u6765\u306eNISA\u3068\u306e\u9055\u3044\uff1a\u7a0e\u5236\u512a\u9047\u63aa\u7f6e\u3068\u6295\u8cc7\u53ef\u80fd\u5546\u54c1\u306e\u62e1\u5927<\/h2>\n\n\n\n<p>2024\u5e741\u6708\u304b\u3089\u59cb\u307e\u3063\u305f\u65b0NISA\u5236\u5ea6\u306f\u3001\u5f93\u6765\u306eNISA\u5236\u5ea6\u3092\u5927\u5e45\u306b\u6539\u5584\u3057\u3001\u3088\u308a\u591a\u304f\u306e\u6295\u8cc7\u5bb6\u306b\u3068\u3063\u3066\u9b45\u529b\u7684\u306a\u5236\u5ea6\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u3053\u3053\u3067\u306f\u3001\u65b0NISA\u306e\u7279\u5fb4\u3092\u8a73\u3057\u304f\u89e3\u8aac\u3059\u308b\u3068\u3068\u3082\u306b\u3001\u5f93\u6765\u306eNISA\u3068\u306e\u4e3b\u306a\u9055\u3044\u3092\u660e\u78ba\u306b\u3057\u3066\u3044\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u65b0NISA\u306e\u4e3b\u306a\u7279\u5fb4<\/h3>\n\n\n\n<p>a) \u975e\u8ab2\u7a0e\u6295\u8cc7\u67a0\u306e\u62e1\u5927<br>\u65b0NISA\u3067\u306f\u3001\u5e74\u9593\u306e\u975e\u8ab2\u7a0e\u6295\u8cc7\u67a0\u304c\u5927\u5e45\u306b\u62e1\u5927\u3055\u308c\u307e\u3057\u305f\u3002\u6210\u9577\u6295\u8cc7\u67a0\u3067\u5e74\u9593240\u4e07\u5186\u3001\u7279\u5b9a\u7d2f\u7a4d\u6295\u8cc7\u67a0\u3067\u5e74\u9593120\u4e07\u5186\u306e\u5408\u8a08360\u4e07\u5186\u307e\u3067\u975e\u8ab2\u7a0e\u3067\u6295\u8cc7\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u3001\u5f93\u6765\u306eNISA\u306e\u5e74\u9593\u6295\u8cc7\u4e0a\u9650\u984d120\u4e07\u5186\u3068\u6bd4\u3079\u30663\u500d\u306e\u898f\u6a21\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>b) \u975e\u8ab2\u7a0e\u671f\u9593\u306e\u6052\u4e45\u5316<br>\u5f93\u6765\u306eNISA\u3067\u306f\u3001\u6295\u8cc7\u3057\u305f\u5e74\u304b\u3089\u6700\u95775\u5e74\u9593\u304c\u975e\u8ab2\u7a0e\u671f\u9593\u3067\u3057\u305f\u304c\u3001\u65b0NISA\u3067\u306f\u975e\u8ab2\u7a0e\u671f\u9593\u304c\u6052\u4e45\u5316\u3055\u308c\u307e\u3057\u305f\u3002\u3064\u307e\u308a\u3001\u4e00\u5ea6\u6295\u8cc7\u3057\u305f\u8cc7\u91d1\u306f\u3001\u6255\u3044\u51fa\u3059\u307e\u3067\u975e\u8ab2\u7a0e\u3067\u904b\u7528\u3057\u7d9a\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u9577\u671f\u7684\u306a\u8996\u70b9\u3067\u306e\u8cc7\u7523\u5f62\u6210\u304c\u3088\u308a\u884c\u3044\u3084\u3059\u304f\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>c) 2\u3064\u306e\u53e3\u5ea7\u30bf\u30a4\u30d7\u306e\u5c0e\u5165<br>\u65b0NISA\u3067\u306f\u3001\u6295\u8cc7\u5bb6\u306e\u30cb\u30fc\u30ba\u306b\u5408\u308f\u305b\u30662\u3064\u306e\u53e3\u5ea7\u30bf\u30a4\u30d7\u304c\u7528\u610f\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6210\u9577\u6295\u8cc7\u67a0\uff1a\u5e45\u5e83\u3044\u91d1\u878d\u5546\u54c1\u306b\u6295\u8cc7\u53ef\u80fd\u3067\u3001\u30cf\u30a4\u30ea\u30b9\u30af\u30fb\u30cf\u30a4\u30ea\u30bf\u30fc\u30f3\u3092\u72d9\u3046\u6295\u8cc7\u5bb6\u5411\u3051<\/li>\n\n\n\n<li>\u7279\u5b9a\u7d2f\u7a4d\u6295\u8cc7\u67a0\uff1a\u9577\u671f\u30fb\u7a4d\u7acb\u30fb\u5206\u6563\u6295\u8cc7\u306b\u9069\u3057\u305f\u6295\u8cc7\u4fe1\u8a17\u306b\u7279\u5316\u3057\u3001\u5b89\u5b9a\u7684\u306a\u8cc7\u7523\u5f62\u6210\u3092\u76ee\u6307\u3059\u6295\u8cc7\u5bb6\u5411\u3051<\/li>\n<\/ul>\n\n\n\n<p>d) \u7a4d\u7acb\u6295\u8cc7\u306e\u63a8\u5968<br>\u7279\u5b9a\u7d2f\u7a4d\u6295\u8cc7\u67a0\u3067\u306f\u3001\u5b9a\u671f\u7684\u306a\u7a4d\u7acb\u6295\u8cc7\u304c\u63a8\u5968\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u6295\u8cc7\u521d\u5fc3\u8005\u3067\u3082\u7121\u7406\u306a\u304f\u9577\u671f\u7684\u306a\u8cc7\u7523\u5f62\u6210\u306b\u53d6\u308a\u7d44\u3081\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>e) \u6295\u8cc7\u53ef\u80fd\u5546\u54c1\u306e\u62e1\u5927<br>\u65b0NISA\u3067\u306f\u3001\u6295\u8cc7\u53ef\u80fd\u306a\u5546\u54c1\u306e\u7bc4\u56f2\u304c\u62e1\u5927\u3055\u308c\u307e\u3057\u305f\u3002\u7279\u306b\u3001\u7279\u5b9a\u7d2f\u7a4d\u6295\u8cc7\u67a0\u3067\u306f\u3001\u9577\u671f\u30fb\u7a4d\u7acb\u30fb\u5206\u6563\u6295\u8cc7\u306b\u9069\u3057\u305f\u6295\u8cc7\u4fe1\u8a17\u304c\u65b0\u305f\u306b\u5bfe\u8c61\u3068\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u5f93\u6765\u306eNISA\u3068\u306e\u4e3b\u306a\u9055\u3044<\/h3>\n\n\n\n<p>a) \u5236\u5ea6\u306e\u8907\u96d1\u3055\u306e\u89e3\u6d88<br>\u5f93\u6765\u306eNISA\u306f\u3001\u4e00\u822cNISA\u3001\u3064\u307f\u305f\u3066NISA\u3001\u30b8\u30e5\u30cb\u30a2NISA\u3068\u8907\u6570\u306e\u5236\u5ea6\u304c\u4e26\u7acb\u3057\u3066\u304a\u308a\u3001\u3084\u3084\u8907\u96d1\u3067\u3057\u305f\u3002\u65b0NISA\u3067\u306f\u3001\u3053\u308c\u3089\u3092\u7d71\u5408\u3057\u3001\u6210\u9577\u6295\u8cc7\u67a0\u3068\u7279\u5b9a\u7d2f\u7a4d\u6295\u8cc7\u67a0\u306e2\u3064\u306b\u6574\u7406\u3055\u308c\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>b) \u975e\u8ab2\u7a0e\u671f\u9593<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5f93\u6765\u306eNISA\uff1a\u6295\u8cc7\u3057\u305f\u5e74\u304b\u3089\u6700\u95775\u5e74\u9593<\/li>\n\n\n\n<li>\u65b0NISA\uff1a\u6052\u4e45\u7684\u306b\u975e\u8ab2\u7a0e\uff08\u6255\u3044\u51fa\u3059\u307e\u3067\uff09<\/li>\n<\/ul>\n\n\n\n<p>c) \u5e74\u9593\u6295\u8cc7\u4e0a\u9650\u984d<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5f93\u6765\u306e\u4e00\u822cNISA\uff1a120\u4e07\u5186<\/li>\n\n\n\n<li>\u5f93\u6765\u306e\u3064\u307f\u305f\u3066NISA\uff1a40\u4e07\u5186<\/li>\n\n\n\n<li>\u65b0NISA\uff1a\u6210\u9577\u6295\u8cc7\u67a0240\u4e07\u5186 + \u7279\u5b9a\u7d2f\u7a4d\u6295\u8cc7\u67a0120\u4e07\u5186 = \u5408\u8a08360\u4e07\u5186<\/li>\n<\/ul>\n\n\n\n<p>d) \u975e\u8ab2\u7a0e\u6295\u8cc7\u7dcf\u984d<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5f93\u6765\u306e\u4e00\u822cNISA\uff1a\u6700\u5927600\u4e07\u5186\uff08120\u4e07\u5186\u00d75\u5e74\uff09<\/li>\n\n\n\n<li>\u5f93\u6765\u306e\u3064\u307f\u305f\u3066NISA\uff1a\u6700\u5927800\u4e07\u5186\uff0840\u4e07\u5186\u00d720\u5e74\uff09<\/li>\n\n\n\n<li>\u65b0NISA\uff1a\u4e0a\u9650\u306a\u3057\uff08\u6bce\u5e74360\u4e07\u5186\u3092\u6295\u8cc7\u53ef\u80fd\uff09<\/li>\n<\/ul>\n\n\n\n<p>e) \u6295\u8cc7\u53ef\u80fd\u671f\u9593<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5f93\u6765\u306eNISA\uff1a2028\u5e74\u307e\u3067<\/li>\n\n\n\n<li>\u65b0NISA\uff1a\u671f\u9650\u306a\u3057\uff08\u6052\u4e45\u5316\uff09<\/li>\n<\/ul>\n\n\n\n<p>f) \u904b\u7528\u76ca\u306e\u518d\u6295\u8cc7<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5f93\u6765\u306eNISA\uff1a\u904b\u7528\u76ca\u306e\u518d\u6295\u8cc7\u306b\u306f\u975e\u8ab2\u7a0e\u67a0\u3092\u4f7f\u7528<\/li>\n\n\n\n<li>\u65b0NISA\uff1a\u904b\u7528\u76ca\u306e\u518d\u6295\u8cc7\u306b\u975e\u8ab2\u7a0e\u67a0\u3092\u4f7f\u7528\u3057\u306a\u3044<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\u7a0e\u5236\u512a\u9047\u63aa\u7f6e\u306e\u8a73\u7d30<\/h3>\n\n\n\n<p>\u65b0NISA\u306e\u6700\u5927\u306e\u9b45\u529b\u306f\u3001\u305d\u306e\u512a\u308c\u305f\u7a0e\u5236\u512a\u9047\u63aa\u7f6e\u306b\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>a) \u975e\u8ab2\u7a0e\u5bfe\u8c61<br>\u65b0NISA\u53e3\u5ea7\u5185\u3067\u5f97\u3089\u308c\u305f\u4ee5\u4e0b\u306e\u53ce\u76ca\u304c\u5168\u3066\u975e\u8ab2\u7a0e\u3068\u306a\u308a\u307e\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u682a\u5f0f\u306e\u8b72\u6e21\u76ca<\/li>\n\n\n\n<li>\u682a\u5f0f\u306e\u914d\u5f53\u91d1<\/li>\n\n\n\n<li>\u6295\u8cc7\u4fe1\u8a17\u306e\u8b72\u6e21\u76ca<\/li>\n\n\n\n<li>\u6295\u8cc7\u4fe1\u8a17\u306e\u5206\u914d\u91d1<\/li>\n<\/ul>\n\n\n\n<p>b) \u901a\u5e38\u306e\u8ab2\u7a0e\u3068\u306e\u6bd4\u8f03<br>\u901a\u5e38\u3001\u4e0a\u8a18\u306e\u53ce\u76ca\u306b\u306f20.315%\uff08\u6240\u5f97\u7a0e15%\u3001\u5fa9\u8208\u7279\u5225\u6240\u5f97\u7a0e0.315%\u3001\u4f4f\u6c11\u7a0e5%\uff09\u306e\u7a0e\u91d1\u304c\u304b\u304b\u308a\u307e\u3059\u3002\u65b0NISA\u3092\u5229\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u3053\u306e\u7a0e\u8ca0\u62c5\u304c\u5b8c\u5168\u306b\u514d\u9664\u3055\u308c\u308b\u305f\u3081\u3001\u6295\u8cc7\u52b9\u7387\u304c\u5927\u5e45\u306b\u5411\u4e0a\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p>c) \u975e\u8ab2\u7a0e\u306e\u30e1\u30ea\u30c3\u30c8<br>\u4f8b\u3048\u3070\u3001100\u4e07\u5186\u306e\u6295\u8cc7\u306710%\u306e\u30ea\u30bf\u30fc\u30f3\u304c\u5f97\u3089\u308c\u305f\u5834\u5408\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u901a\u5e38\u306e\u8ab2\u7a0e\u53e3\u5ea7\uff1a10\u4e07\u5186\u306e\u5229\u76ca\u306b\u5bfe\u3057\u3066\u7d042\u4e07\u5186\u306e\u7a0e\u91d1\u2192\u624b\u53d6\u308a\u7d048\u4e07\u5186<\/li>\n\n\n\n<li>\u65b0NISA\u53e3\u5ea7\uff1a10\u4e07\u5186\u306e\u5229\u76ca\u304c\u305d\u306e\u307e\u307e\u624b\u53d6\u308a\u3068\u306a\u308b<\/li>\n<\/ul>\n\n\n\n<p>\u9577\u671f\u7684\u306b\u898b\u308b\u3068\u3001\u3053\u306e\u5dee\u306f\u8907\u5229\u52b9\u679c\u306b\u3088\u3063\u3066\u3055\u3089\u306b\u5927\u304d\u304f\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u6295\u8cc7\u53ef\u80fd\u5546\u54c1\u306e\u62e1\u5927<\/h3>\n\n\n\n<p>\u65b0NISA\u3067\u306f\u3001\u6295\u8cc7\u53ef\u80fd\u306a\u5546\u54c1\u306e\u7bc4\u56f2\u304c\u62e1\u5927\u3055\u308c\u3001\u3088\u308a\u591a\u69d8\u306a\u6295\u8cc7\u6226\u7565\u3092\u7acb\u3066\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>a) \u6210\u9577\u6295\u8cc7\u67a0\u3067\u6295\u8cc7\u53ef\u80fd\u306a\u5546\u54c1<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4e0a\u5834\u682a\u5f0f<\/li>\n\n\n\n<li>ETF\uff08\u4e0a\u5834\u6295\u8cc7\u4fe1\u8a17\uff09<\/li>\n\n\n\n<li>REIT\uff08\u4e0d\u52d5\u7523\u6295\u8cc7\u4fe1\u8a17\uff09<\/li>\n\n\n\n<li>\u516c\u52df\u682a\u5f0f\u6295\u8cc7\u4fe1\u8a17<\/li>\n\n\n\n<li>\u5916\u56fd\u682a\u5f0f\uff08\u56fd\u5185\u306e\u91d1\u878d\u5546\u54c1\u53d6\u5f15\u6240\u306b\u4e0a\u5834\u3057\u3066\u3044\u308b\u3082\u306e\uff09<\/li>\n<\/ul>\n\n\n\n<p>b) \u7279\u5b9a\u7d2f\u7a4d\u6295\u8cc7\u67a0\u3067\u6295\u8cc7\u53ef\u80fd\u306a\u5546\u54c1<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9577\u671f\u30fb\u7a4d\u7acb\u30fb\u5206\u6563\u6295\u8cc7\u306b\u9069\u3057\u305f\u516c\u52df\u682a\u5f0f\u6295\u8cc7\u4fe1\u8a17<br>\uff08\u5177\u4f53\u7684\u306a\u57fa\u6e96\u306f\u91d1\u878d\u5e81\u304c\u5b9a\u3081\u3066\u304a\u308a\u3001\u4f4e\u30b3\u30b9\u30c8\u3067\u5206\u6563\u6295\u8cc7\u304c\u53ef\u80fd\u306a\u5546\u54c1\u304c\u4e2d\u5fc3\uff09<\/li>\n<\/ul>\n\n\n\n<p>c) \u5f93\u6765\u306eNISA\u3068\u306e\u9055\u3044<br>\u5f93\u6765\u306e\u3064\u307f\u305f\u3066NISA\u3067\u306f\u3001\u6295\u8cc7\u5bfe\u8c61\u304c\u4e00\u90e8\u306e\u7a4d\u7acb\u6295\u8cc7\u306b\u9069\u3057\u305f\u6295\u8cc7\u4fe1\u8a17\u306b\u9650\u5b9a\u3055\u308c\u3066\u3044\u307e\u3057\u305f\u304c\u3001\u65b0NISA\u306e\u7279\u5b9a\u7d2f\u7a4d\u6295\u8cc7\u67a0\u3067\u306f\u3001\u3088\u308a\u5e45\u5e83\u3044\u5546\u54c1\u304c\u5bfe\u8c61\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u6295\u8cc7\u5bb6\u306e\u9078\u629e\u80a2\u304c\u5e83\u304c\u308a\u3001\u81ea\u8eab\u306e\u30cb\u30fc\u30ba\u306b\u5408\u308f\u305b\u305f\u6295\u8cc7\u6226\u7565\u3092\u7acb\u3066\u3084\u3059\u304f\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u65b0NISA\u306e\u30e1\u30ea\u30c3\u30c8\u3068\u30c7\u30e1\u30ea\u30c3\u30c8<\/h3>\n\n\n\n<p>a) \u30e1\u30ea\u30c3\u30c8<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u975e\u8ab2\u7a0e\u671f\u9593\u306e\u6052\u4e45\u5316\u306b\u3088\u308a\u3001\u8d85\u9577\u671f\u306e\u8cc7\u7523\u5f62\u6210\u304c\u53ef\u80fd<\/li>\n\n\n\n<li>\u5e74\u9593\u6295\u8cc7\u4e0a\u9650\u984d\u306e\u5927\u5e45\u306a\u5f15\u304d\u4e0a\u3052<\/li>\n\n\n\n<li>\u6295\u8cc7\u53ef\u80fd\u5546\u54c1\u306e\u62e1\u5927\u306b\u3088\u308b\u9078\u629e\u80a2\u306e\u5897\u52a0<\/li>\n\n\n\n<li>2\u3064\u306e\u53e3\u5ea7\u30bf\u30a4\u30d7\u306b\u3088\u308a\u3001\u6295\u8cc7\u30b9\u30bf\u30a4\u30eb\u306b\u5408\u308f\u305b\u305f\u904b\u7528\u304c\u53ef\u80fd<\/li>\n\n\n\n<li>\u7a4d\u7acb\u6295\u8cc7\u306e\u63a8\u5968\u306b\u3088\u308a\u3001\u6295\u8cc7\u521d\u5fc3\u8005\u3067\u3082\u59cb\u3081\u3084\u3059\u3044<\/li>\n<\/ul>\n\n\n\n<p>b) \u30c7\u30e1\u30ea\u30c3\u30c8<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u7279\u5b9a\u7d2f\u7a4d\u6295\u8cc7\u67a0\u3067\u306f\u6295\u8cc7\u5bfe\u8c61\u304c\u9650\u5b9a\u3055\u308c\u308b<\/li>\n\n\n\n<li>\u53e3\u5ea7\u958b\u8a2d\u6570\u306e\u5236\u9650\uff081\u4eba1\u53e3\u5ea7\u306e\u307f\uff09<\/li>\n\n\n\n<li>\u640d\u5931\u304c\u51fa\u3066\u3082\u3001\u4e00\u822c\u53e3\u5ea7\u3084\u7279\u5b9a\u53e3\u5ea7\u3068\u306e\u640d\u76ca\u901a\u7b97\u304c\u3067\u304d\u306a\u3044<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\u65b0NISA\u6d3b\u7528\u306e\u30dd\u30a4\u30f3\u30c8<\/h3>\n\n\n\n<p>a) \u9577\u671f\u6295\u8cc7\u306e\u8996\u70b9\u3092\u6301\u3064<br>\u975e\u8ab2\u7a0e\u671f\u9593\u304c\u6052\u4e45\u5316\u3055\u308c\u305f\u3053\u3068\u3092\u6d3b\u304b\u3057\u3001\u77ed\u671f\u7684\u306a\u5e02\u5834\u306e\u5909\u52d5\u306b\u60d1\u308f\u3055\u308c\u305a\u3001\u9577\u671f\u7684\u306a\u8996\u70b9\u3067\u6295\u8cc7\u3092\u7d9a\u3051\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<p>b) 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class=\"wp-block-heading\">\u6295\u8cc7\u521d\u5fc3\u8005\u5411\u3051\u65b0NISA\u6d3b\u7528\u8853\uff1a\u30ea\u30b9\u30af\u7ba1\u7406\u3068\u9577\u671f\u7684\u306a\u8cc7\u7523\u5f62\u6210\u6226\u7565<\/h2>\n\n\n\n<p>\u65b0NISA\uff08\u30cb\u30fc\u30b5\uff09\u306f\u3001\u6295\u8cc7\u521d\u5fc3\u8005\u306b\u3068\u3063\u3066\u975e\u5e38\u306b\u9b45\u529b\u7684\u306a\u5236\u5ea6\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u305d\u306e\u6069\u6075\u3092\u6700\u5927\u9650\u306b\u53d7\u3051\u308b\u305f\u3081\u306b\u306f\u3001\u9069\u5207\u306a\u30ea\u30b9\u30af\u7ba1\u7406\u3068\u9577\u671f\u7684\u306a\u8cc7\u7523\u5f62\u6210\u6226\u7565\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u3053\u3053\u3067\u306f\u3001\u6295\u8cc7\u521d\u5fc3\u8005\u304c\u65b0NISA\u3092\u52b9\u679c\u7684\u306b\u6d3b\u7528\u3059\u308b\u305f\u3081\u306e\u5177\u4f53\u7684\u306a\u65b9\u6cd5\u3068\u6ce8\u610f\u70b9\u3092\u8a73\u3057\u304f\u89e3\u8aac\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u30ea\u30b9\u30af\u7ba1\u7406\u306e\u57fa\u672c<\/h3>\n\n\n\n<p>\u6295\u8cc7\u306b\u306f\u5fc5\u305a\u30ea\u30b9\u30af\u304c\u4f34\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u9069\u5207\u306a\u30ea\u30b9\u30af\u7ba1\u7406\u3092\u884c\u3046\u3053\u3068\u3067\u3001\u305d\u306e\u30ea\u30b9\u30af\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<p>a) \u81ea\u5df1\u306e\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u306e\u628a\u63e1<br>\u307e\u305a\u3001\u81ea\u5206\u81ea\u8eab\u306e\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u3092\u6b63\u78ba\u306b\u628a\u63e1\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002\u4ee5\u4e0b\u306e\u8981\u7d20\u3092\u8003\u616e\u3057\u307e\u3057\u3087\u3046\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5e74\u9f62\u3068\u6295\u8cc7\u671f\u9593<\/li>\n\n\n\n<li>\u53ce\u5165\u3068\u652f\u51fa\u306e\u72b6\u6cc1<\/li>\n\n\n\n<li>\u8cc7\u7523\u72b6\u6cc1<\/li>\n\n\n\n<li>\u6295\u8cc7\u76ee\u7684<\/li>\n\n\n\n<li>\u5fc3\u7406\u7684\u306a\u8010\u6027<\/li>\n<\/ul>\n\n\n\n<p>\u4f8b\u3048\u3070\u3001\u82e5\u304f\u6295\u8cc7\u671f\u9593\u304c\u9577\u3044\u5834\u5408\u306f\u3001\u6bd4\u8f03\u7684\u9ad8\u3044\u30ea\u30b9\u30af\u3092\u53d6\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u4e00\u65b9\u3001\u9000\u8077\u9593\u8fd1\u306e\u5834\u5408\u306f\u3001\u3088\u308a\u5b89\u5168\u6027\u306e\u9ad8\u3044\u6295\u8cc7\u304c\u9069\u3057\u3066\u3044\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<p>b) \u5206\u6563\u6295\u8cc7\u306e\u5b9f\u8df5<br>\u300c\u5375\u3092\u4e00\u3064\u306e\u30ab\u30b4\u306b\u76db\u308b\u306a\u300d\u3068\u3044\u3046\u3053\u3068\u308f\u3056\u306e\u901a\u308a\u3001\u6295\u8cc7\u3092\u5206\u6563\u3055\u305b\u308b\u3053\u3068\u3067\u30ea\u30b9\u30af\u3092\u8efd\u6e1b\u3067\u304d\u307e\u3059\u3002\u65b0NISA\u3067\u306f\u3001\u4ee5\u4e0b\u306e\u65b9\u6cd5\u3067\u5206\u6563\u6295\u8cc7\u304c\u53ef\u80fd\u3067\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u8cc7\u7523\u30af\u30e9\u30b9\u306e\u5206\u6563\uff1a\u682a\u5f0f\u3001\u50b5\u5238\u3001\u4e0d\u52d5\u7523\uff08REIT\uff09\u306a\u3069<\/li>\n\n\n\n<li>\u5730\u57df\u306e\u5206\u6563\uff1a\u56fd\u5185\u3001\u5148\u9032\u56fd\u3001\u65b0\u8208\u56fd\u306a\u3069<\/li>\n\n\n\n<li>\u696d\u7a2e\u306e\u5206\u6563\uff1a\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3001\u91d1\u878d\u3001\u30d8\u30eb\u30b9\u30b1\u30a2\u306a\u3069<\/li>\n\n\n\n<li>\u6642\u9593\u306e\u5206\u6563\uff1a\u5b9a\u671f\u7684\u306a\u7a4d\u7acb\u6295\u8cc7<\/li>\n<\/ul>\n\n\n\n<p>\u7279\u306b\u3001\u65b0NISA\u306e\u7279\u5b9a\u7d2f\u7a4d\u6295\u8cc7\u67a0\u3067\u5229\u7528\u53ef\u80fd\u306a\u6295\u8cc7\u4fe1\u8a17\u306e\u591a\u304f\u306f\u3001\u3059\u3067\u306b\u5341\u5206\u306a\u5206\u6563\u6295\u8cc7\u304c\u884c\u308f\u308c\u3066\u3044\u308b\u305f\u3081\u3001\u521d\u5fc3\u8005\u306b\u3068\u3063\u3066\u5206\u6563\u6295\u8cc7\u3092\u7c21\u5358\u306b\u5b9f\u8df5\u3067\u304d\u308b\u624b\u6bb5\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>c) \u5b9a\u671f\u7684\u306a\u898b\u76f4\u3057<br>\u6295\u8cc7\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306f\u5b9a\u671f\u7684\u306b\u898b\u76f4\u3057\u3001\u5fc5\u8981\u306b\u5fdc\u3058\u3066\u8abf\u6574\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002\u5e02\u5834\u306e\u5909\u52d5\u306b\u3088\u308a\u3001\u5f53\u521d\u306e\u8cc7\u7523\u914d\u5206\u304c\u5d29\u308c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u305f\u3081\u3067\u3059\u3002\u5e74\u306b1\u301c2\u56de\u7a0b\u5ea6\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u30d0\u30e9\u30f3\u30b9\u3092\u78ba\u8a8d\u3057\u3001\u5fc5\u8981\u304c\u3042\u308c\u3070\u30ea\u30d0\u30e9\u30f3\u30b9\u3092\u884c\u3044\u307e\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u9577\u671f\u7684\u306a\u8cc7\u7523\u5f62\u6210\u6226\u7565<\/h3>\n\n\n\n<p>\u65b0NISA\u306f\u975e\u8ab2\u7a0e\u671f\u9593\u304c\u6052\u4e45\u5316\u3055\u308c\u305f\u3053\u3068\u3067\u3001\u9577\u671f\u7684\u306a\u8cc7\u7523\u5f62\u6210\u306b\u975e\u5e38\u306b\u9069\u3057\u305f\u5236\u5ea6\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u4ee5\u4e0b\u306e\u6226\u7565\u3092\u53c2\u8003\u306b\u3001\u9577\u671f\u7684\u306a\u8996\u70b9\u3067\u6295\u8cc7\u3092\u884c\u3044\u307e\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<p>a) \u8907\u5229\u52b9\u679c\u306e\u6d3b\u7528<br>\u8907\u5229\u52b9\u679c\u3068\u306f\u3001\u5f97\u3089\u308c\u305f\u5229\u76ca\u3092\u518d\u6295\u8cc7\u3059\u308b\u3053\u3068\u3067\u3001\u6642\u9593\u3068\u3068\u3082\u306b\u8cc7\u7523\u304c\u52a0\u901f\u5ea6\u7684\u306b\u5897\u52a0\u3059\u308b\u73fe\u8c61\u3067\u3059\u3002\u65b0NISA\u3067\u306f\u3001\u5f97\u3089\u308c\u305f\u914d\u5f53\u3084\u5206\u914d\u91d1\u3092\u518d\u6295\u8cc7\u3057\u3066\u3082\u975e\u8ab2\u7a0e\u67a0\u3092\u4f7f\u7528\u3057\u306a\u3044\u305f\u3081\u3001\u8907\u5229\u52b9\u679c\u3092\u6700\u5927\u9650\u306b\u6d3b\u7528\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u4f8b\uff1a\u6bce\u67081\u4e07\u5186\u3092\u5e74\u52295%\u306730\u5e74\u9593\u6295\u8cc7\u3057\u305f\u5834\u5408<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5358\u5229\u8a08\u7b97\uff1a360\u4e07\u5186\uff08\u5143\u672c\uff09+ 270\u4e07\u5186\uff08\u5229\u606f\uff09= 630\u4e07\u5186<\/li>\n\n\n\n<li>\u8907\u5229\u8a08\u7b97\uff1a\u7d04834\u4e07\u5186<\/li>\n<\/ul>\n\n\n\n<p>\u3053\u306e\u5dee\u984d\u7d04204\u4e07\u5186\u304c\u8907\u5229\u52b9\u679c\u306e\u5a01\u529b\u3067\u3059\u3002<\/p>\n\n\n\n<p>b) \u30c9\u30eb\u30b3\u30b9\u30c8\u5e73\u5747\u6cd5\u306e\u6d3b\u7528<br>\u5b9a\u984d\u3092\u5b9a\u671f\u7684\u306b\u6295\u8cc7\u3059\u308b\u300c\u30c9\u30eb\u30b3\u30b9\u30c8\u5e73\u5747\u6cd5\u300d\u306f\u3001\u5e02\u5834\u306e\u4e0a\u4e0b\u306b\u95a2\u308f\u3089\u305a\u7d99\u7d9a\u7684\u306b\u6295\u8cc7\u3092\u884c\u3046\u305f\u3081\u3001\u5e73\u5747\u53d6\u5f97\u5358\u4fa1\u3092\u6291\u3048\u308b\u52b9\u679c\u304c\u3042\u308a\u307e\u3059\u3002\u65b0NISA\u306e\u7279\u5b9a\u7d2f\u7a4d\u6295\u8cc7\u67a0\u306f\u3001\u3053\u306e\u65b9\u6cd5\u306b\u9069\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u4f8b\uff1a\u6bce\u6708\u540c\u984d\u3092\u6295\u8cc7\u3059\u308b\u5834\u5408<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9ad8\u5024\u306e\u6642\u306f\u5c11\u306a\u3044\u6570\u91cf\u3092\u8cfc\u5165<\/li>\n\n\n\n<li>\u5b89\u5024\u306e\u6642\u306f\u591a\u3044\u6570\u91cf\u3092\u8cfc\u5165<br>\u2192 \u7d50\u679c\u3068\u3057\u3066\u5e73\u5747\u53d6\u5f97\u5358\u4fa1\u304c\u4e0b\u304c\u308b<\/li>\n<\/ul>\n\n\n\n<p>c) \u9577\u671f\u4fdd\u6709\u306e\u5b9f\u8df5<br>\u77ed\u671f\u7684\u306a\u5e02\u5834\u306e\u5909\u52d5\u306b\u4e00\u559c\u4e00\u6182\u305b\u305a\u3001\u9577\u671f\u7684\u306a\u8996\u70b9\u3067\u6295\u8cc7\u3092\u7d9a\u3051\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002\u6b74\u53f2\u7684\u306b\u898b\u308b\u3068\u3001\u682a\u5f0f\u5e02\u5834\u306f\u9577\u671f\u7684\u306b\u306f\u4e0a\u6607\u50be\u5411\u306b\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u4f8b\uff1a\u65e5\u7d4c\u5e73\u5747\u682a\u4fa1\u306e\u63a8\u79fb<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>1950\u5e74\uff1a100\u5186<\/li>\n\n\n\n<li>2021\u5e74\uff1a30,000\u5186\u4ee5\u4e0a<br>\u2192 70\u5e74\u9593\u3067300\u500d\u4ee5\u4e0a\u306b<\/li>\n<\/ul>\n\n\n\n<p>\u3082\u3061\u308d\u3093\u3001\u904e\u53bb\u306e\u5b9f\u7e3e\u304c\u5c06\u6765\u306e\u6210\u679c\u3092\u4fdd\u8a3c\u3059\u308b\u3082\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u304c\u3001\u9577\u671f\u7684\u306a\u8996\u70b9\u3092\u6301\u3064\u3053\u3068\u306e\u91cd\u8981\u6027\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u65b0NISA\u6d3b\u7528\u306e\u5177\u4f53\u7684\u306a\u65b9\u6cd5<\/h3>\n\n\n\n<p>a) \u6210\u9577\u6295\u8cc7\u67a0\u306e\u6d3b\u7528\u6cd5<br>\u6210\u9577\u6295\u8cc7\u67a0\uff08\u5e74\u9593240\u4e07\u5186\uff09\u306f\u3001\u3088\u308a\u9ad8\u3044\u30ea\u30bf\u30fc\u30f3\u3092\u72d9\u3048\u308b\u6295\u8cc7\u306b\u9069\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u500b\u5225\u682a\u5f0f\uff1a\u6210\u9577\u6027\u306e\u9ad8\u3044\u4f01\u696d\u3084\u914d\u5f53\u5229\u56de\u308a\u306e\u9ad8\u3044\u512a\u826f\u4f01\u696d\u3078\u306e\u6295\u8cc7<\/li>\n\n\n\n<li>ETF\uff1a\u5e45\u5e83\u3044\u5e02\u5834\u3084\u7279\u5b9a\u306e\u30bb\u30af\u30bf\u30fc\u306b\u5206\u6563\u6295\u8cc7<\/li>\n\n\n\n<li>REIT\uff1a\u4e0d\u52d5\u7523\u5e02\u5834\u3078\u306e\u6295\u8cc7\u306b\u3088\u308b\u5206\u6563\u52b9\u679c<\/li>\n<\/ul>\n\n\n\n<p>\u4f8b\uff1a\u6210\u9577\u6295\u8cc7\u67a0\u306e\u914d\u5206\u6848<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u56fd\u5185\u682a\u5f0fETF\uff1a40%<\/li>\n\n\n\n<li>\u6d77\u5916\u682a\u5f0fETF\uff1a40%<\/li>\n\n\n\n<li>REIT\uff1a20%<\/li>\n<\/ul>\n\n\n\n<p>b) \u7279\u5b9a\u7d2f\u7a4d\u6295\u8cc7\u67a0\u306e\u6d3b\u7528\u6cd5<br>\u7279\u5b9a\u7d2f\u7a4d\u6295\u8cc7\u67a0\uff08\u5e74\u9593120\u4e07\u5186\uff09\u306f\u3001\u9577\u671f\u30fb\u7a4d\u7acb\u30fb\u5206\u6563\u6295\u8cc7\u306b\u9069\u3057\u305f\u6295\u8cc7\u4fe1\u8a17\u3078\u306e\u6295\u8cc7\u306b\u4f7f\u7528\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30d0\u30e9\u30f3\u30b9\u578b\u6295\u8cc7\u4fe1\u8a17\uff1a\u682a\u5f0f\u3068\u50b5\u5238\u306e\u30d0\u30e9\u30f3\u30b9\u304c\u53d6\u308c\u305f\u5546\u54c1<\/li>\n\n\n\n<li>\u30a4\u30f3\u30c7\u30c3\u30af\u30b9\u30d5\u30a1\u30f3\u30c9\uff1a\u5e02\u5834\u5168\u4f53\u306e\u52d5\u304d\u306b\u9023\u52d5\u3059\u308b\u4f4e\u30b3\u30b9\u30c8\u306e\u5546\u54c1<\/li>\n<\/ul>\n\n\n\n<p>\u4f8b\uff1a\u7279\u5b9a\u7d2f\u7a4d\u6295\u8cc7\u67a0\u306e\u6d3b\u7528\u6cd5<br>\u6bce\u670810\u4e07\u5186\u3092\u4ee5\u4e0b\u306e\u3088\u3046\u306b\u5206\u6563\u6295\u8cc7<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5168\u4e16\u754c\u682a\u5f0f\u30a4\u30f3\u30c7\u30c3\u30af\u30b9\uff1a6\u4e07\u5186<\/li>\n\n\n\n<li>\u56fd\u5185\u50b5\u5238\u30a4\u30f3\u30c7\u30c3\u30af\u30b9\uff1a2\u4e07\u5186<\/li>\n\n\n\n<li>\u5148\u9032\u56fd\u50b5\u5238\u30a4\u30f3\u30c7\u30c3\u30af\u30b9\uff1a2\u4e07\u5186<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\u6295\u8cc7\u521d\u5fc3\u8005\u304c\u9665\u308a\u3084\u3059\u3044\u7f60\u3068\u5bfe\u7b56<\/h3>\n\n\n\n<p>a) \u77ed\u671f\u7684\u306a\u5024\u52d5\u304d\u306b\u4e00\u559c\u4e00\u6182\u3059\u308b<br>\u2192 \u5bfe\u7b56\uff1a\u9577\u671f\u7684\u306a\u8996\u70b9\u3092\u6301\u3061\u3001\u5b9a\u671f\u7684\u306a\u7a4d\u7acb\u6295\u8cc7\u3092\u7d9a\u3051\u308b<\/p>\n\n\n\n<p>b) \u6295\u8cc7\u5546\u54c1\u306e\u9078\u629e\u306b\u8ff7\u3044\u3001\u884c\u52d5\u306b\u79fb\u305b\u306a\u3044<br>\u2192 \u5bfe\u7b56\uff1a\u307e\u305a\u306f\u5c11\u984d\u304b\u3089\u59cb\u3081\u3001\u5f90\u3005\u306b\u7406\u89e3\u3092\u6df1\u3081\u306a\u304c\u3089\u6295\u8cc7\u984d\u3092\u5897\u3084\u3059<\/p>\n\n\n\n<p>c) \u624b\u6570\u6599\u306e\u9ad8\u3044\u5546\u54c1\u3092\u9078\u3093\u3067\u3057\u307e\u3046<br>\u2192 \u5bfe\u7b56\uff1aETF\u3084\u30a4\u30f3\u30c7\u30c3\u30af\u30b9\u30d5\u30a1\u30f3\u30c9\u306a\u3069\u3001\u4f4e\u30b3\u30b9\u30c8\u306e\u5546\u54c1\u3092\u4e2d\u5fc3\u306b\u9078\u3076<\/p>\n\n\n\n<p>d) \u904e\u5ea6\u306b\u30ea\u30b9\u30af\u3092\u53d6\u308b\u3001\u307e\u305f\u306f\u907f\u3051\u308b<br>\u2192 \u5bfe\u7b56\uff1a\u81ea\u5df1\u306e\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u3092\u6b63\u78ba\u306b\u628a\u63e1\u3057\u3001\u9069\u5207\u306a\u8cc7\u7523\u914d\u5206\u3092\u884c\u3046<\/p>\n\n\n\n<p>e) \u60c5\u5831\u904e\u591a\u306b\u3088\u308b\u5224\u65ad\u306e\u8aa4\u308a<br>\u2192 \u5bfe\u7b56\uff1a\u4fe1\u983c\u3067\u304d\u308b\u60c5\u5831\u6e90\u3092\u53b3\u9078\u3057\u3001\u57fa\u672c\u7684\u306a\u6295\u8cc7\u65b9\u91dd\u3092\u5805\u6301\u3059\u308b<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u65b0NISA\u6d3b\u7528\u306e\u305f\u3081\u306e\u5fc3\u69cb\u3048<\/h3>\n\n\n\n<p>a) \u6295\u8cc7\u306f\u81ea\u5df1\u8cac\u4efb\u3067\u3042\u308b\u3053\u3068\u3092\u8a8d\u8b58\u3059\u308b<br>\u65b0NISA\u306f\u512a\u308c\u305f\u5236\u5ea6\u3067\u3059\u304c\u3001\u6295\u8cc7\u306e\u7d50\u679c\u306f\u81ea\u5df1\u8cac\u4efb\u3067\u3059\u3002\u640d\u5931\u304c\u51fa\u3066\u3082\u3001\u8ab0\u304b\u304c\u88dc\u586b\u3057\u3066\u304f\u308c\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p>b) \u6295\u8cc7\u6559\u80b2\u306e\u7d99\u7d9a<br>\u91d1\u878d\u30ea\u30c6\u30e9\u30b7\u30fc\u3092\u9ad8\u3081\u308b\u305f\u3081\u3001\u66f8\u7c4d\u3084\u30bb\u30df\u30ca\u30fc\u306a\u3069\u3067\u7d99\u7d9a\u7684\u306b\u5b66\u7fd2\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<p>c) \u9577\u671f\u7684\u306a\u8996\u70b9\u3092\u6301\u3064<br>\u77ed\u671f\u7684\u306a\u5e02\u5834\u306e\u5909\u52d5\u306b\u60d1\u308f\u3055\u308c\u305a\u3001\u9577\u671f\u7684\u306a\u8cc7\u7523\u5f62\u6210\u306e\u8996\u70b9\u3092\u6301\u3061\u7d9a\u3051\u308b\u3053\u3068\u304c\u6210\u529f\u306e\u9375\u3067\u3059\u3002<\/p>\n\n\n\n<p>d) \u5b9a\u671f\u7684\u306a\u898b\u76f4\u3057<br>\u30e9\u30a4\u30d5\u30b9\u30c6\u30fc\u30b8\u306e\u5909\u5316\u306b\u5408\u308f\u305b\u3066\u3001\u6295\u8cc7\u65b9\u91dd\u3084\u8cc7\u7523\u914d\u5206\u3092\u9069\u5b9c\u898b\u76f4\u3059\u3053\u3068\u304c\u5927\u5207\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u65b0NISA\u306f\u3001\u6295\u8cc7\u521d\u5fc3\u8005\u306b\u3068\u3063\u3066\u975e\u5e38\u306b\u6709\u5229\u306a\u5236\u5ea6\u3067\u3059\u3002\u7a0e\u5236\u512a\u9047\u3092\u53d7\u3051\u306a\u304c\u3089\u3001\u9577\u671f\u7684\u306a\u8996\u70b9\u3067\u8cc7\u7523\u5f62\u6210\u306b\u53d6\u308a\u7d44\u3081\u308b\u7d76\u597d\u306e\u6a5f\u4f1a\u3068\u3044\u3048\u308b\u3067\u3057\u3087\u3046\u3002\u3057\u304b\u3057\u3001\u6295\u8cc7\u306b\u306f\u5e38\u306b\u30ea\u30b9\u30af\u304c\u4f34\u3046\u3053\u3068\u3092\u5fd8\u308c\u3066\u306f\u3044\u3051\u307e\u305b\u3093\u3002\u9069\u5207\u306a\u30ea\u30b9\u30af\u7ba1\u7406\u3068\u9577\u671f\u7684\u306a\u8cc7\u7523\u5f62\u6210\u6226\u7565\u3092\u5b9f\u8df5\u3059\u308b\u3053\u3068\u3067\u3001\u65b0NISA\u306e\u6069\u6075\u3092\u6700\u5927\u9650\u306b\u53d7\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u7126\u3089\u305a\u3001\u7740\u5b9f\u306b\u3001\u305d\u3057\u3066\u7d99\u7d9a\u7684\u306b\u6295\u8cc7\u3092\u884c\u3046\u3053\u3068\u304c\u3001\u6210\u529f\u3078\u306e\u8fd1\u9053\u3068\u306a\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\">\u65b0NISA\u3092\u6700\u5927\u9650\u306b\u6d3b\u7528\u3059\u308b\u305f\u3081\u306e\u5177\u4f53\u7684\u306a\u904b\u7528\u65b9\u6cd5\u3068\u6ce8\u610f\u70b9<\/h2>\n\n\n\n<p>\u65b0NISA\uff08\u30cb\u30fc\u30b5\uff09\u306f\u3001\u6295\u8cc7\u521d\u5fc3\u8005\u304b\u3089\u7d4c\u9a13\u8005\u307e\u3067\u5e45\u5e83\u3044\u6295\u8cc7\u5bb6\u306b\u3068\u3063\u3066\u9b45\u529b\u7684\u306a\u5236\u5ea6\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u305d\u306e\u6069\u6075\u3092\u6700\u5927\u9650\u306b\u53d7\u3051\u308b\u305f\u3081\u306b\u306f\u3001\u9069\u5207\u306a\u904b\u7528\u65b9\u6cd5\u3068\u6ce8\u610f\u70b9\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u3053\u3053\u3067\u306f\u3001\u65b0NISA\u3092\u52b9\u679c\u7684\u306b\u6d3b\u7528\u3059\u308b\u305f\u3081\u306e\u5177\u4f53\u7684\u306a\u65b9\u6cd5\u3068\u3001\u9665\u308a\u3084\u3059\u3044\u843d\u3068\u3057\u7a74\u306b\u3064\u3044\u3066\u8a73\u3057\u304f\u89e3\u8aac\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u65b0NISA\u306e\u53e3\u5ea7\u958b\u8a2d\u3068\u7ba1\u7406<\/h3>\n\n\n\n<p>a) \u53e3\u5ea7\u958b\u8a2d\u306e\u624b\u9806<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u8a3c\u5238\u4f1a\u793e\u306e\u9078\u629e\uff1a\u624b\u6570\u6599\u3001\u53d6\u6271\u5546\u54c1\u3001\u4f7f\u3044\u3084\u3059\u3055\u306a\u3069\u3092\u6bd4\u8f03<\/li>\n\n\n\n<li>\u5fc5\u8981\u66f8\u985e\u306e\u6e96\u5099\uff1a\u672c\u4eba\u78ba\u8a8d\u66f8\u985e\u3001\u30de\u30a4\u30ca\u30f3\u30d0\u30fc\u30ab\u30fc\u30c9\u306a\u3069<\/li>\n\n\n\n<li>\u30aa\u30f3\u30e9\u30a4\u30f3\u307e\u305f\u306f\u5e97\u982d\u3067\u306e\u7533\u8fbc\u307f<\/li>\n\n\n\n<li>\u53e3\u5ea7\u958b\u8a2d\u5b8c\u4e86\u306e\u78ba\u8a8d<\/li>\n<\/ul>\n\n\n\n<p>b) \u53e3\u5ea7\u7ba1\u7406\u306e\u30dd\u30a4\u30f3\u30c8<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>1\u4eba1\u53e3\u5ea7\u306e\u307f\u958b\u8a2d\u53ef\u80fd<\/li>\n\n\n\n<li>\u6210\u9577\u6295\u8cc7\u67a0\u3068\u7279\u5b9a\u7d2f\u7a4d\u6295\u8cc7\u67a0\u306e\u4f75\u7528\u304c\u53ef\u80fd<\/li>\n\n\n\n<li>\u6bce\u5e74\u306e\u6295\u8cc7\u67a0\u306e\u66f4\u65b0\u3092\u5fd8\u308c\u305a\u306b\u884c\u3046<\/li>\n<\/ul>\n\n\n\n<p>\u6ce8\u610f\u70b9\uff1a\u4e00\u5ea6\u958b\u8a2d\u3057\u305f\u65b0NISA\u53e3\u5ea7\u306f\u3001\u305d\u306e\u5e74\u5185\u306f\u91d1\u878d\u6a5f\u95a2\u306e\u5909\u66f4\u304c\u3067\u304d\u307e\u305b\u3093\u3002\u614e\u91cd\u306b\u8a3c\u5238\u4f1a\u793e\u3092\u9078\u629e\u3057\u307e\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u6210\u9577\u6295\u8cc7\u67a0\u306e\u52b9\u679c\u7684\u306a\u6d3b\u7528\u65b9\u6cd5<\/h3>\n\n\n\n<p>a) \u6295\u8cc7\u5bfe\u8c61\u306e\u9078\u629e<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u500b\u5225\u682a\u5f0f\uff1a\u6210\u9577\u6027\u306e\u9ad8\u3044\u4f01\u696d\u3084\u9ad8\u914d\u5f53\u306e\u512a\u826f\u4f01\u696d<\/li>\n\n\n\n<li>ETF\uff1a\u5e45\u5e83\u3044\u5e02\u5834\u3084\u30bb\u30af\u30bf\u30fc\u3078\u306e\u5206\u6563\u6295\u8cc7<\/li>\n\n\n\n<li>REIT\uff1a\u4e0d\u52d5\u7523\u5e02\u5834\u3078\u306e\u6295\u8cc7\u306b\u3088\u308b\u5206\u6563\u52b9\u679c<\/li>\n<\/ul>\n\n\n\n<p>b) \u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u69cb\u7bc9\u306e\u4f8b<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u56fd\u5185\u682a\u5f0f\uff1a40%\uff08\u65e5\u7d4c225\u9023\u52d5ETF\u306a\u3069\uff09<\/li>\n\n\n\n<li>\u6d77\u5916\u682a\u5f0f\uff1a40%\uff08S&amp;P500\u9023\u52d5ETF\u306a\u3069\uff09<\/li>\n\n\n\n<li>REIT\uff1a20%\uff08\u56fd\u5185\u5916\u306eREIT\uff09<\/li>\n<\/ul>\n\n\n\n<p>c) \u30ea\u30d0\u30e9\u30f3\u30b9\u306e\u5b9f\u65bd<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5e74\u306b1\u301c2\u56de\u7a0b\u5ea6\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u30d0\u30e9\u30f3\u30b9\u3092\u78ba\u8a8d<\/li>\n\n\n\n<li>\u5927\u304d\u304f\u4e56\u96e2\u3057\u3066\u3044\u308b\u5834\u5408\u306f\u3001\u8abf\u6574\u3092\u884c\u3046<\/li>\n<\/ul>\n\n\n\n<p>\u6ce8\u610f\u70b9\uff1a\u6210\u9577\u6295\u8cc7\u67a0\u3067\u306f\u3001\u30cf\u30a4\u30ea\u30b9\u30af\u30fb\u30cf\u30a4\u30ea\u30bf\u30fc\u30f3\u306e\u6295\u8cc7\u3082\u53ef\u80fd\u3067\u3059\u304c\u3001\u81ea\u5df1\u306e\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u3092\u8d85\u3048\u306a\u3044\u3088\u3046\u6ce8\u610f\u304c\u5fc5\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u7279\u5b9a\u7d2f\u7a4d\u6295\u8cc7\u67a0\u306e\u6226\u7565\u7684\u306a\u6d3b\u7528<\/h3>\n\n\n\n<p>a) \u7a4d\u7acb\u6295\u8cc7\u306e\u5b9f\u8df5<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6bce\u6708\u5b9a\u984d\u3092\u6295\u8cc7\u3059\u308b\u7fd2\u6163\u3092\u3064\u3051\u308b<\/li>\n\n\n\n<li>\u5e02\u5834\u306e\u4e0a\u4e0b\u306b\u95a2\u308f\u3089\u305a\u7d99\u7d9a\u7684\u306b\u6295\u8cc7\u3092\u884c\u3046<\/li>\n<\/ul>\n\n\n\n<p>b) \u6295\u8cc7\u4fe1\u8a17\u306e\u9078\u629e\u57fa\u6e96<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4fe1\u8a17\u5831\u916c\u306e\u4f4e\u3055<\/li>\n\n\n\n<li>\u5206\u6563\u6295\u8cc7\u306e\u5ea6\u5408\u3044<\/li>\n\n\n\n<li>\u904b\u7528\u5b9f\u7e3e\u306e\u5b89\u5b9a\u6027<\/li>\n\n\n\n<li>\u904b\u7528\u4f1a\u793e\u306e\u4fe1\u983c\u6027<\/li>\n<\/ul>\n\n\n\n<p>c) \u5177\u4f53\u7684\u306a\u6295\u8cc7\u914d\u5206\u4f8b<br>\u6bce\u670810\u4e07\u5186\u306e\u6295\u8cc7\u3092\u4ee5\u4e0b\u306e\u3088\u3046\u306b\u5206\u6563<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5168\u4e16\u754c\u682a\u5f0f\u30a4\u30f3\u30c7\u30c3\u30af\u30b9\uff1a5\u4e07\u5186<\/li>\n\n\n\n<li>\u56fd\u5185\u50b5\u5238\u30a4\u30f3\u30c7\u30c3\u30af\u30b9\uff1a3\u4e07\u5186<\/li>\n\n\n\n<li>\u5148\u9032\u56fd\u50b5\u5238\u30a4\u30f3\u30c7\u30c3\u30af\u30b9\uff1a2\u4e07\u5186<\/li>\n<\/ul>\n\n\n\n<p>\u6ce8\u610f\u70b9\uff1a\u7279\u5b9a\u7d2f\u7a4d\u6295\u8cc7\u67a0\u3067\u5229\u7528\u3067\u304d\u308b\u5546\u54c1\u306f\u9650\u5b9a\u3055\u308c\u3066\u3044\u307e\u3059\u304c\u3001\u305d\u306e\u4e2d\u3067\u3082\u81ea\u8eab\u306e\u6295\u8cc7\u65b9\u91dd\u306b\u5408\u3063\u305f\u5546\u54c1\u3092\u9078\u629e\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u975e\u8ab2\u7a0e\u671f\u9593\u306e\u6709\u52b9\u6d3b\u7528<\/h3>\n\n\n\n<p>a) \u9577\u671f\u4fdd\u6709\u306e\u5fb9\u5e95<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u975e\u8ab2\u7a0e\u671f\u9593\u304c\u6052\u4e45\u5316\u3055\u308c\u305f\u30e1\u30ea\u30c3\u30c8\u3092\u6700\u5927\u9650\u306b\u6d3b\u7528<\/li>\n\n\n\n<li>\u77ed\u671f\u7684\u306a\u5e02\u5834\u5909\u52d5\u306b\u60d1\u308f\u3055\u308c\u305a\u3001\u9577\u671f\u7684\u306a\u8996\u70b9\u3092\u6301\u3064<\/li>\n<\/ul>\n\n\n\n<p>b) \u8907\u5229\u52b9\u679c\u306e\u6700\u5927\u5316<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u914d\u5f53\u3084\u5206\u914d\u91d1\u306e\u518d\u6295\u8cc7\u3092\u7a4d\u6975\u7684\u306b\u884c\u3046<\/li>\n\n\n\n<li>\u904b\u7528\u76ca\u306e\u518d\u6295\u8cc7\u306b\u975e\u8ab2\u7a0e\u67a0\u3092\u4f7f\u7528\u3057\u306a\u3044\u5229\u70b9\u3092\u6d3b\u304b\u3059<\/li>\n<\/ul>\n\n\n\n<p>c) \u5b9a\u671f\u7684\u306a\u904b\u7528\u72b6\u6cc1\u306e\u78ba\u8a8d<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6700\u4f4e\u3067\u3082\u5e74\u306b1\u56de\u306f\u904b\u7528\u72b6\u6cc1\u3092\u30c1\u30a7\u30c3\u30af<\/li>\n\n\n\n<li>\u5fc5\u8981\u306b\u5fdc\u3058\u3066\u6295\u8cc7\u65b9\u91dd\u306e\u898b\u76f4\u3057\u3092\u884c\u3046<\/li>\n<\/ul>\n\n\n\n<p>\u6ce8\u610f\u70b9\uff1a\u975e\u8ab2\u7a0e\u671f\u9593\u304c\u9577\u671f\u5316\u3057\u305f\u304b\u3089\u3068\u3044\u3063\u3066\u3001\u6295\u8cc7\u3092\u653e\u7f6e\u3059\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u5b9a\u671f\u7684\u306a\u78ba\u8a8d\u3068\u8abf\u6574\u304c\u91cd\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u7a0e\u5236\u512a\u9047\u3092\u6700\u5927\u9650\u306b\u6d3b\u7528\u3059\u308b\u65b9\u6cd5<\/h3>\n\n\n\n<p>a) \u8ab2\u7a0e\u53e3\u5ea7\u3068\u306e\u4f7f\u3044\u5206\u3051<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5024\u4e0a\u304c\u308a\u304c\u671f\u5f85\u3067\u304d\u308b\u5546\u54c1\u306fNISA\u53e3\u5ea7\u3067\u4fdd\u6709<\/li>\n\n\n\n<li>\u5024\u4e0b\u304c\u308a\u30ea\u30b9\u30af\u306e\u9ad8\u3044\u5546\u54c1\u306f\u4e00\u822c\u53e3\u5ea7\u3084\u7279\u5b9a\u53e3\u5ea7\u3067\u4fdd\u6709<\/li>\n<\/ul>\n\n\n\n<p>b) \u914d\u5f53\u91d1\u306e\u53d6\u308a\u6271\u3044<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>NISA\u53e3\u5ea7\u5185\u3067\u306e\u914d\u5f53\u91d1\u306e\u975e\u8ab2\u7a0e\u30e1\u30ea\u30c3\u30c8\u3092\u6d3b\u7528<\/li>\n\n\n\n<li>\u914d\u5f53\u91d1\u306e\u518d\u6295\u8cc7\u306b\u3088\u308b\u8907\u5229\u52b9\u679c\u306e\u8ffd\u6c42<\/li>\n<\/ul>\n\n\n\n<p>c) \u5e74\u9593\u6295\u8cc7\u4e0a\u9650\u984d\u306e\u6709\u52b9\u6d3b\u7528<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6210\u9577\u6295\u8cc7\u67a0\uff08240\u4e07\u5186\uff09\u3068\u7279\u5b9a\u7d2f\u7a4d\u6295\u8cc7\u67a0\uff08120\u4e07\u5186\uff09\u3092\u6700\u5927\u9650\u306b\u6d3b\u7528<\/li>\n\n\n\n<li>\u8cc7\u91d1\u306b\u4f59\u88d5\u304c\u3042\u308b\u5834\u5408\u306f\u3001\u5e74\u521d\u306b\u4e00\u62ec\u6295\u8cc7\u3059\u308b\u3053\u3068\u3067\u975e\u8ab2\u7a0e\u671f\u9593\u3092\u6700\u5927\u5316<\/li>\n<\/ul>\n\n\n\n<p>\u6ce8\u610f\u70b9\uff1a\u7a0e\u5236\u512a\u9047\u3092\u53d7\u3051\u308b\u305f\u3081\u3060\u3051\u306b\u6295\u8cc7\u5224\u65ad\u3092\u884c\u3046\u306e\u3067\u306f\u306a\u304f\u3001\u7dcf\u5408\u7684\u306a\u6295\u8cc7\u6226\u7565\u306e\u4e2d\u3067\u7a0e\u5236\u512a\u9047\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u30ea\u30b9\u30af\u7ba1\u7406\u3068\u640d\u5931\u5bfe\u7b56<\/h3>\n\n\n\n<p>a) \u5206\u6563\u6295\u8cc7\u306e\u5fb9\u5e95<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u8cc7\u7523\u30af\u30e9\u30b9\u3001\u5730\u57df\u3001\u30bb\u30af\u30bf\u30fc\u306a\u3069\u591a\u9762\u7684\u306a\u5206\u6563<\/li>\n\n\n\n<li>\u6210\u9577\u6295\u8cc7\u67a0\u3068\u7279\u5b9a\u7d2f\u7a4d\u6295\u8cc7\u67a0\u3092\u7d44\u307f\u5408\u308f\u305b\u305f\u5206\u6563<\/li>\n<\/ul>\n\n\n\n<p>b) \u30b9\u30c8\u30c3\u30d7\u30ed\u30b9\u306e\u8a2d\u5b9a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4e8b\u524d\u306b\u640d\u5207\u308a\u30e9\u30a4\u30f3\u3092\u6c7a\u3081\u3066\u304a\u304f<\/li>\n\n\n\n<li>\u611f\u60c5\u7684\u306a\u5224\u65ad\u3092\u907f\u3051\u308b\u305f\u3081\u3001\u30eb\u30fc\u30eb\u3092\u53b3\u5b88\u3059\u308b<\/li>\n<\/ul>\n\n\n\n<p>c) \u5b9a\u671f\u7684\u306a\u30ea\u30b9\u30af\u8a55\u4fa1<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u5168\u4f53\u306e\u30ea\u30b9\u30af\u6c34\u6e96\u3092\u5b9a\u671f\u7684\u306b\u78ba\u8a8d<\/li>\n\n\n\n<li>\u5fc5\u8981\u306b\u5fdc\u3058\u3066\u30ea\u30b9\u30af\u306e\u9ad8\u3044\u8cc7\u7523\u306e\u6bd4\u7387\u3092\u8abf\u6574<\/li>\n<\/ul>\n\n\n\n<p>\u6ce8\u610f\u70b9\uff1a\u65b0NISA\u53e3\u5ea7\u5185\u3067\u306e\u640d\u5931\u306f\u3001\u4e00\u822c\u53e3\u5ea7\u3084\u7279\u5b9a\u53e3\u5ea7\u3068\u306e\u640d\u76ca\u901a\u7b97\u304c\u3067\u304d\u306a\u3044\u305f\u3081\u3001\u30ea\u30b9\u30af\u7ba1\u7406\u304c\u7279\u306b\u91cd\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u60c5\u5831\u53ce\u96c6\u3068\u6295\u8cc7\u5224\u65ad<\/h3>\n\n\n\n<p>a) \u4fe1\u983c\u3067\u304d\u308b\u60c5\u5831\u6e90\u306e\u6d3b\u7528<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u91d1\u878d\u5e81\u3084\u65e5\u672c\u8a3c\u5238\u696d\u5354\u4f1a\u306a\u3069\u306e\u516c\u7684\u6a5f\u95a2\u306e\u60c5\u5831<\/li>\n\n\n\n<li>\u5927\u624b\u91d1\u878d\u6a5f\u95a2\u3084\u8a3c\u5238\u4f1a\u793e\u306e\u30ec\u30dd\u30fc\u30c8<\/li>\n\n\n\n<li>\u7d4c\u6e08\u30cb\u30e5\u30fc\u30b9\u3084\u5c02\u9580\u5bb6\u306e\u5206\u6790<\/li>\n<\/ul>\n\n\n\n<p>b) \u6295\u8cc7\u5224\u65ad\u306e\u57fa\u6e96<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4f01\u696d\u306e\u8ca1\u52d9\u72b6\u6cc1\u3084\u6210\u9577\u6027<\/li>\n\n\n\n<li>\u696d\u754c\u52d5\u5411\u3084\u7d4c\u6e08\u74b0\u5883<\/li>\n\n\n\n<li>\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\uff08\u682a\u4fa1\u53ce\u76ca\u7387\u3084PBR\u306a\u3069\uff09<\/li>\n<\/ul>\n\n\n\n<p>c) \u904e\u5ea6\u306a\u60c5\u5831\u4f9d\u5b58\u306e\u56de\u907f<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30ce\u30a4\u30ba\u306b\u60d1\u308f\u3055\u308c\u305a\u3001\u9577\u671f\u7684\u306a\u8996\u70b9\u3092\u7dad\u6301<\/li>\n\n\n\n<li>\u81ea\u8eab\u306e\u6295\u8cc7\u65b9\u91dd\u3068\u5408\u81f4\u3059\u308b\u60c5\u5831\u306e\u9078\u5225<\/li>\n<\/ul>\n\n\n\n<p>\u6ce8\u610f\u70b9\uff1a\u60c5\u5831\u904e\u591a\u306b\u3088\u308b\u5224\u65ad\u306e\u8aa4\u308a\u3092\u907f\u3051\u308b\u305f\u3081\u3001\u57fa\u672c\u7684\u306a\u6295\u8cc7\u65b9\u91dd\u3092\u5805\u6301\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u5b9a\u671f\u7684\u306a\u898b\u76f4\u3057\u3068\u30ea\u30d0\u30e9\u30f3\u30b9<\/h3>\n\n\n\n<p>a) \u5b9a\u671f\u7684\u306a\u898b\u76f4\u3057\u306e\u5b9f\u65bd<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6700\u4f4e\u3067\u3082\u5e74\u306b1\u56de\u306f\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u898b\u76f4\u3057<\/li>\n\n\n\n<li>\u5e02\u5834\u74b0\u5883\u306e\u5927\u304d\u306a\u5909\u5316\u304c\u3042\u3063\u305f\u5834\u5408\u306f\u305d\u306e\u90fd\u5ea6\u898b\u76f4\u3057<\/li>\n<\/ul>\n\n\n\n<p>b) \u30ea\u30d0\u30e9\u30f3\u30b9\u306e\u65b9\u6cd5<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u8cc7\u7523\u914d\u5206\u304c\u5927\u304d\u304f\u5d29\u308c\u3066\u3044\u308b\u5834\u5408\u3001\u5143\u306e\u914d\u5206\u306b\u623b\u3059<\/li>\n\n\n\n<li>\u58f2\u5374\u3068\u8cfc\u5165\u3092\u7d44\u307f\u5408\u308f\u305b\u3066\u30ea\u30d0\u30e9\u30f3\u30b9\u3092\u884c\u3046<\/li>\n<\/ul>\n\n\n\n<p>c) \u30e9\u30a4\u30d5\u30b9\u30c6\u30fc\u30b8\u306b\u5408\u308f\u305b\u305f\u8abf\u6574<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5e74\u9f62\u3084\u5bb6\u65cf\u69cb\u6210\u306e\u5909\u5316\u306b\u5fdc\u3058\u3066\u6295\u8cc7\u65b9\u91dd\u3092\u8abf\u6574<\/li>\n\n\n\n<li>\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u306e\u5909\u5316\u3092\u53cd\u6620\u3057\u305f\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u7d44\u307f\u63db\u3048<\/li>\n<\/ul>\n\n\n\n<p>\u6ce8\u610f\u70b9\uff1a\u30ea\u30d0\u30e9\u30f3\u30b9\u3092\u884c\u3046\u969b\u306f\u3001\u7a0e\u91d1\u3084\u624b\u6570\u6599\u306e\u30b3\u30b9\u30c8\u3082\u8003\u616e\u306b\u5165\u308c\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u65b0NISA\u6d3b\u7528\u306b\u304a\u3051\u308b\u6ce8\u610f\u70b9<\/h3>\n\n\n\n<p>a) \u6295\u8cc7\u306e\u81ea\u5df1\u8cac\u4efb\u539f\u5247<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u65b0NISA\u306f\u7a0e\u5236\u512a\u9047\u63aa\u7f6e\u3067\u3042\u308a\u3001\u6295\u8cc7\u7d50\u679c\u306e\u4fdd\u8a3c\u3067\u306f\u306a\u3044<\/li>\n\n\n\n<li>\u640d\u5931\u304c\u767a\u751f\u3057\u305f\u5834\u5408\u3082\u81ea\u5df1\u8cac\u4efb\u3067\u3042\u308b\u3053\u3068\u3092\u8a8d\u8b58<\/li>\n<\/ul>\n\n\n\n<p>b) \u975e\u8ab2\u7a0e\u67a0\u306e\u4f7f\u3044\u5207\u308a\u3092\u76ee\u7684\u3068\u3057\u306a\u3044<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6295\u8cc7\u53ef\u80fd\u984d\u306b\u5fdc\u3058\u305f\u7121\u7406\u306e\u306a\u3044\u6295\u8cc7\u3092\u5fc3\u304c\u3051\u308b<\/li>\n\n\n\n<li>\u5358\u306b\u975e\u8ab2\u7a0e\u67a0\u3092\u4f7f\u3044\u5207\u308b\u305f\u3081\u306e\u6295\u8cc7\u306f\u907f\u3051\u308b<\/li>\n<\/ul>\n\n\n\n<p>c) \u904b\u7528\u4f1a\u793e\u3084\u5546\u54c1\u306e\u9078\u629e\u80a2\u306e\u5236\u9650<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u7279\u5b9a\u7d2f\u7a4d\u6295\u8cc7\u67a0\u3067\u5229\u7528\u3067\u304d\u308b\u5546\u54c1\u306f\u9650\u5b9a\u3055\u308c\u308b<\/li>\n\n\n\n<li>\u5168\u3066\u306e\u91d1\u878d\u6a5f\u95a2\u304c\u65b0NISA\u53e3\u5ea7\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u308f\u3051\u3067\u306f\u306a\u3044<\/li>\n<\/ul>\n\n\n\n<p>d) \u4ed6\u306e\u6295\u8cc7\u30fb\u8caf\u84c4\u624b\u6bb5\u3068\u306e\u4f75\u7528<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>iDeCo\uff08\u500b\u4eba\u578b\u78ba\u5b9a\u62e0\u51fa\u5e74\u91d1\uff09\u3084\u3064\u307f\u305f\u3066NISA\uff082024\u5e74\u4ee5\u964d\u306f\u65b0NISA\uff09\u3068\u306e\u4f75\u7528\u3092\u691c\u8a0e<\/li>\n\n\n\n<li>\u666e\u901a\u9810\u91d1\u3084\u5b9a\u671f\u9810\u91d1\u306a\u3069\u3001\u5b89\u5168\u8cc7\u7523\u3068\u306e\u30d0\u30e9\u30f3\u30b9\u3082\u8003\u616e<\/li>\n<\/ul>\n\n\n\n<p>\u65b0NISA\u306f\u3001\u9577\u671f\u7684\u306a\u8cc7\u7523\u5f62\u6210\u3092\u652f\u63f4\u3059\u308b\u975e\u5e38\u306b\u6709\u5229\u306a\u5236\u5ea6\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u305d\u306e\u6069\u6075\u3092\u6700\u5927\u9650\u306b\u53d7\u3051\u308b\u305f\u3081\u306b\u306f\u3001\u9069\u5207\u306a\u904b\u7528\u65b9\u6cd5\u3068\u6ce8\u610f\u70b9\u3092\u7406\u89e3\u3057\u3001\u5b9f\u8df5\u3059\u308b\u3053\u3068\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u81ea\u5df1\u306e\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u3084\u6295\u8cc7\u76ee\u7684\u3092\u5e38\u306b\u610f\u8b58\u3057\u306a\u304c\u3089\u3001\u9577\u671f\u7684\u306a\u8996\u70b9\u3067\u7740\u5b9f\u306b\u904b\u7528\u3092\u7d9a\u3051\u308b\u3053\u3068\u304c\u3001\u65b0NISA\u3092\u6d3b\u7528\u3057\u305f\u6210\u529f\u7684\u306a\u8cc7\u7523\u5f62\u6210\u3078\u306e\u9053\u7b4b\u3068\u306a\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\">\u307e\u3068\u3081\uff1a\u65b0NISA\u3092\u4f7f\u3063\u305f\u6295\u8cc7\u3067\u5b9f\u73fe\u3059\u308b\u5b89\u5b9a\u7684\u306a\u8cc7\u7523\u5f62\u6210\u3068\u5c06\u6765\u8a2d\u8a08<\/h2>\n\n\n\n<p>2024\u5e741\u6708\u304b\u3089\u59cb\u307e\u3063\u305f\u65b0NISA\uff08\u30cb\u30fc\u30b5\uff09\u5236\u5ea6\u306f\u3001\u65e5\u672c\u306e\u500b\u4eba\u6295\u8cc7\u5bb6\u306b\u3068\u3063\u3066\u753b\u671f\u7684\u306a\u6a5f\u4f1a\u3092\u3082\u305f\u3089\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u5236\u5ea6\u3092\u52b9\u679c\u7684\u306b\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u9577\u671f\u7684\u304b\u3064\u5b89\u5b9a\u7684\u306a\u8cc7\u7523\u5f62\u6210\u3092\u5b9f\u73fe\u3057\u3001\u3088\u308a\u8c4a\u304b\u306a\u5c06\u6765\u8a2d\u8a08\u3092\u884c\u3046\u3053\u3068\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002\u3053\u3053\u3067\u306f\u3001\u3053\u308c\u307e\u3067\u306e\u5185\u5bb9\u3092\u8e0f\u307e\u3048\u3064\u3064\u3001\u65b0NISA\u3092\u6d3b\u7528\u3057\u305f\u8cc7\u7523\u5f62\u6210\u3068\u5c06\u6765\u8a2d\u8a08\u306b\u3064\u3044\u3066\u7dcf\u62ec\u7684\u306b\u89e3\u8aac\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u65b0NISA\u304c\u3082\u305f\u3089\u3059\u8cc7\u7523\u5f62\u6210\u306e\u53ef\u80fd\u6027<\/h3>\n\n\n\n<p>\u65b0NISA\u5236\u5ea6\u306e\u4e3b\u306a\u7279\u5fb4\u3067\u3042\u308b\u975e\u8ab2\u7a0e\u671f\u9593\u306e\u6052\u4e45\u5316\u3001\u5e74\u9593\u6295\u8cc7\u4e0a\u9650\u984d\u306e\u62e1\u5927\u30012\u3064\u306e\u53e3\u5ea7\u30bf\u30a4\u30d7\u306e\u5c0e\u5165\u306f\u3001\u500b\u4eba\u6295\u8cc7\u5bb6\u306b\u5927\u304d\u306a\u5229\u70b9\u3092\u3082\u305f\u3089\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p>a) \u9577\u671f\u6295\u8cc7\u306b\u3088\u308b\u8907\u5229\u52b9\u679c\u306e\u6700\u5927\u5316<br>\u975e\u8ab2\u7a0e\u671f\u9593\u304c\u6052\u4e45\u5316\u3055\u308c\u305f\u3053\u3068\u3067\u3001\u6295\u8cc7\u5bb6\u306f\u6975\u3081\u3066\u9577\u671f\u7684\u306a\u8996\u70b9\u3067\u8cc7\u7523\u904b\u7528\u3092\u884c\u3046\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u8907\u5229\u52b9\u679c\u3092\u6700\u5927\u9650\u306b\u6d3b\u7528\u3059\u308b\u3053\u3068\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u4f8b\uff1a\u6bce\u67083\u4e07\u5186\u3092\u5e74\u52295%\u3067\u904b\u7528\u3057\u305f\u5834\u5408\u306e\u8cc7\u7523\u984d<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>20\u5e74\u5f8c\uff1a\u7d041,200\u4e07\u5186<\/li>\n\n\n\n<li>30\u5e74\u5f8c\uff1a\u7d042,500\u4e07\u5186<\/li>\n\n\n\n<li>40\u5e74\u5f8c\uff1a\u7d044,800\u4e07\u5186<\/li>\n<\/ul>\n\n\n\n<p>\u3053\u306e\u3088\u3046\u306b\u3001\u6295\u8cc7\u671f\u9593\u304c\u9577\u304f\u306a\u308b\u307b\u3069\u3001\u8907\u5229\u52b9\u679c\u306b\u3088\u308b\u8cc7\u7523\u306e\u5897\u52a0\u304c\u9855\u8457\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>b) \u591a\u69d8\u306a\u6295\u8cc7\u6226\u7565\u306e\u5b9f\u73fe<br>\u6210\u9577\u6295\u8cc7\u67a0\u3068\u7279\u5b9a\u7d2f\u7a4d\u6295\u8cc7\u67a0\u306e2\u3064\u306e\u53e3\u5ea7\u30bf\u30a4\u30d7\u3092\u7d44\u307f\u5408\u308f\u305b\u308b\u3053\u3068\u3067\u3001\u6295\u8cc7\u5bb6\u306f\u81ea\u8eab\u306e\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u3084\u6295\u8cc7\u76ee\u7684\u306b\u5fdc\u3058\u305f\u67d4\u8edf\u306a\u6295\u8cc7\u6226\u7565\u3092\u7acb\u3066\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6210\u9577\u6295\u8cc7\u67a0\uff1a\u9ad8\u6210\u9577\u304c\u671f\u5f85\u3067\u304d\u308b\u500b\u5225\u682a\u5f0f\u3084ETF\u306b\u6295\u8cc7<\/li>\n\n\n\n<li>\u7279\u5b9a\u7d2f\u7a4d\u6295\u8cc7\u67a0\uff1a\u5b89\u5b9a\u7684\u306a\u7a4d\u7acb\u6295\u8cc7\u3067\u9577\u671f\u7684\u306a\u8cc7\u7523\u5f62\u6210\u3092\u76ee\u6307\u3059<\/li>\n<\/ul>\n\n\n\n<p>c) \u7a0e\u5236\u512a\u9047\u306b\u3088\u308b\u6295\u8cc7\u52b9\u7387\u306e\u5411\u4e0a<br>\u65b0NISA\u53e3\u5ea7\u5185\u3067\u306e\u904b\u7528\u76ca\u304c\u975e\u8ab2\u7a0e\u3068\u306a\u308b\u3053\u3068\u3067\u3001\u901a\u5e38\u306e\u8ab2\u7a0e\u53e3\u5ea7\u3068\u6bd4\u3079\u3066\u6295\u8cc7\u52b9\u7387\u304c\u5927\u5e45\u306b\u5411\u4e0a\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u4f8b\uff1a100\u4e07\u5186\u309210\u5e74\u9593\u3001\u5e74\u52295%\u3067\u904b\u7528\u3057\u305f\u5834\u5408<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u8ab2\u7a0e\u53e3\u5ea7\uff08\u7a0e\u738720.315%\uff09\uff1a\u7d04147\u4e07\u5186<\/li>\n\n\n\n<li>\u65b0NISA\u53e3\u5ea7\uff08\u975e\u8ab2\u7a0e\uff09\uff1a\u7d04163\u4e07\u5186<\/li>\n<\/ul>\n\n\n\n<p>\u3053\u306e\u5dee\u984d\u7d0416\u4e07\u5186\u304c\u3001\u7a0e\u5236\u512a\u9047\u306e\u30e1\u30ea\u30c3\u30c8\u3068\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u65b0NISA\u3092\u6d3b\u7528\u3057\u305f\u5c06\u6765\u8a2d\u8a08<\/h3>\n\n\n\n<p>\u65b0NISA\u5236\u5ea6\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u69d8\u3005\u306a\u30e9\u30a4\u30d5\u30b9\u30c6\u30fc\u30b8\u306b\u5fdc\u3058\u305f\u5c06\u6765\u8a2d\u8a08\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>a) \u82e5\u5e74\u5c64\u306e\u5834\u5408<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9577\u671f\u7684\u306a\u8996\u70b9\u3067\u306e\u8cc7\u7523\u5f62\u6210<\/li>\n\n\n\n<li>\u7a4d\u7acb\u6295\u8cc7\u306b\u3088\u308b\u7fd2\u6163\u3065\u3051<\/li>\n\n\n\n<li>\u30ea\u30b9\u30af\u3092\u53d6\u308c\u308b\u6642\u671f\u3067\u306e\u6210\u9577\u682a\u3078\u306e\u6295\u8cc7<\/li>\n<\/ul>\n\n\n\n<p>\u4f8b\uff1a25\u6b73\u304b\u3089\u6bce\u67083\u4e07\u5186\u3092\u6295\u8cc7\u3057\u300160\u6b73\u307e\u3067\u904b\u7528\u3057\u305f\u5834\u5408\uff08\u5e74\u52295%\u3068\u4eee\u5b9a\uff09<br>\u2192 \u7d045,700\u4e07\u5186\u306e\u8cc7\u7523\u5f62\u6210\u304c\u53ef\u80fd<\/p>\n\n\n\n<p>b) \u4e2d\u5e74\u5c64\u306e\u5834\u5408<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9000\u8077\u91d1\u3084\u5b50\u3069\u3082\u306e\u6559\u80b2\u8cc7\u91d1\u306e\u6e96\u5099<\/li>\n\n\n\n<li>\u30ea\u30b9\u30af\u3068\u30ea\u30bf\u30fc\u30f3\u306e\u30d0\u30e9\u30f3\u30b9\u3092\u8003\u616e\u3057\u305f\u6295\u8cc7<\/li>\n\n\n\n<li>\u6210\u9577\u6295\u8cc7\u67a0\u3068\u7279\u5b9a\u7d2f\u7a4d\u6295\u8cc7\u67a0\u306e\u9069\u5207\u306a\u914d\u5206<\/li>\n<\/ul>\n\n\n\n<p>\u4f8b\uff1a45\u6b73\u304b\u3089\u6bce\u670810\u4e07\u5186\u3092\u6295\u8cc7\u3057\u300160\u6b73\u307e\u3067\u904b\u7528\u3057\u305f\u5834\u5408\uff08\u5e74\u52294%\u3068\u4eee\u5b9a\uff09<br>\u2192 \u7d042,300\u4e07\u5186\u306e\u8cc7\u7523\u5f62\u6210\u304c\u53ef\u80fd<\/p>\n\n\n\n<p>c) \u9ad8\u5e74\u5c64\u306e\u5834\u5408<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5b89\u5b9a\u7684\u306a\u53ce\u5165\u6e90\u306e\u78ba\u4fdd<\/li>\n\n\n\n<li>\u30a4\u30f3\u30d5\u30ec\u30ea\u30b9\u30af\u3078\u306e\u5bfe\u5fdc<\/li>\n\n\n\n<li>\u76f8\u7d9a\u3092\u898b\u636e\u3048\u305f\u8cc7\u7523\u7ba1\u7406<\/li>\n<\/ul>\n\n\n\n<p>\u4f8b\uff1a60\u6b73\u304b\u3089\u6bce\u67085\u4e07\u5186\u3092\u6295\u8cc7\u3057\u300175\u6b73\u307e\u3067\u904b\u7528\u3057\u305f\u5834\u5408\uff08\u5e74\u52293%\u3068\u4eee\u5b9a\uff09<br>\u2192 \u7d041,100\u4e07\u5186\u306e\u8ffd\u52a0\u7684\u306a\u8cc7\u7523\u5f62\u6210\u304c\u53ef\u80fd<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u65b0NISA\u3092\u6d3b\u7528\u3057\u305f\u5177\u4f53\u7684\u306a\u5c06\u6765\u8a2d\u8a08\u4f8b<\/h3>\n\n\n\n<p>a) \u8001\u5f8c\u8cc7\u91d1\u306e\u6e96\u5099<br>\u76ee\u6a19\uff1a65\u6b73\u304b\u3089\u306e20\u5e74\u9593\u3001\u6bce\u670815\u4e07\u5186\u306e\u751f\u6d3b\u8cbb\u3092\u78ba\u4fdd<br>\u5fc5\u8981\u8cc7\u91d1\uff1a\u7d043,600\u4e07\u5186\uff08\u30a4\u30f3\u30d5\u30ec\u7387\u3092\u8003\u616e\uff09<\/p>\n\n\n\n<p>\u6226\u7565\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>40\u6b73\u304b\u3089\u6bce\u67087\u4e07\u5186\u3092\u65b0NISA\u53e3\u5ea7\u3067\u6295\u8cc7<\/li>\n\n\n\n<li>\u6210\u9577\u6295\u8cc7\u67a0\uff084\u4e07\u5186\uff09\uff1a\u56fd\u5185\u5916\u306e\u682a\u5f0fETF<\/li>\n\n\n\n<li>\u7279\u5b9a\u7d2f\u7a4d\u6295\u8cc7\u67a0\uff083\u4e07\u5186\uff09\uff1a\u30d0\u30e9\u30f3\u30b9\u578b\u6295\u8cc7\u4fe1\u8a17<\/li>\n<\/ul>\n\n\n\n<p>\u7d50\u679c\uff1a65\u6b73\u6642\u70b9\u3067\u7d044,000\u4e07\u5186\u306e\u8cc7\u7523\u5f62\u6210\u304c\u53ef\u80fd\uff08\u5e74\u52294%\u3068\u4eee\u5b9a\uff09<\/p>\n\n\n\n<p>b) \u5b50\u3069\u3082\u306e\u6559\u80b2\u8cc7\u91d1\u306e\u6e96\u5099<br>\u76ee\u6a19\uff1a18\u5e74\u5f8c\u306b1,000\u4e07\u5186\u306e\u6559\u80b2\u8cc7\u91d1\u3092\u7528\u610f<br>\u6226\u7565\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5b50\u3069\u3082\u304c\u751f\u307e\u308c\u305f\u3089\u6bce\u67083\u4e07\u5186\u3092\u65b0NISA\u53e3\u5ea7\u3067\u6295\u8cc7<\/li>\n\n\n\n<li>\u7279\u5b9a\u7d2f\u7a4d\u6295\u8cc7\u67a0\uff1a\u5b89\u5b9a\u7684\u306a\u7a4d\u7acb\u6295\u8cc7\u4fe1\u8a17\u3092\u9078\u629e<\/li>\n<\/ul>\n\n\n\n<p>\u7d50\u679c\uff1a18\u5e74\u5f8c\u306b\u7d041,050\u4e07\u5186\u306e\u8cc7\u7523\u5f62\u6210\u304c\u53ef\u80fd\uff08\u5e74\u52294%\u3068\u4eee\u5b9a\uff09<\/p>\n\n\n\n<p>c) \u4f4f\u5b85\u8cfc\u5165\u306e\u982d\u91d1\u6e96\u5099<br>\u76ee\u6a19\uff1a10\u5e74\u5f8c\u306b500\u4e07\u5186\u306e\u982d\u91d1\u3092\u7528\u610f<br>\u6226\u7565\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6bce\u67084\u4e07\u5186\u3092\u65b0NISA\u53e3\u5ea7\u3067\u6295\u8cc7<\/li>\n\n\n\n<li>\u6210\u9577\u6295\u8cc7\u67a0\uff1a\u30ea\u30b9\u30af\u3092\u6291\u3048\u305fETF\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa<\/li>\n<\/ul>\n\n\n\n<p>\u7d50\u679c\uff1a10\u5e74\u5f8c\u306b\u7d04570\u4e07\u5186\u306e\u8cc7\u7523\u5f62\u6210\u304c\u53ef\u80fd\uff08\u5e74\u52293%\u3068\u4eee\u5b9a\uff09<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u65b0NISA\u3092\u6d3b\u7528\u3059\u308b\u969b\u306e\u6ce8\u610f\u70b9<\/h3>\n\n\n\n<p>a) \u6295\u8cc7\u306f\u81ea\u5df1\u8cac\u4efb<br>\u65b0NISA\u5236\u5ea6\u306f\u7a0e\u5236\u512a\u9047\u63aa\u7f6e\u3067\u3042\u308a\u3001\u6295\u8cc7\u7d50\u679c\u3092\u4fdd\u8a3c\u3059\u308b\u3082\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u6295\u8cc7\u306b\u306f\u30ea\u30b9\u30af\u304c\u4f34\u3046\u3053\u3068\u3092\u5e38\u306b\u5ff5\u982d\u306b\u7f6e\u304f\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>b) \u9577\u671f\u7684\u306a\u8996\u70b9\u306e\u91cd\u8981\u6027<br>\u77ed\u671f\u7684\u306a\u5e02\u5834\u306e\u5909\u52d5\u306b\u4e00\u559c\u4e00\u6182\u305b\u305a\u3001\u9577\u671f\u7684\u306a\u8996\u70b9\u3067\u6295\u8cc7\u3092\u7d9a\u3051\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<p>c) \u5b9a\u671f\u7684\u306a\u898b\u76f4\u3057<br>\u30e9\u30a4\u30d5\u30b9\u30c6\u30fc\u30b8\u306e\u5909\u5316\u3084\u7d4c\u6e08\u74b0\u5883\u306e\u5909\u5316\u306b\u5fdc\u3058\u3066\u3001\u5b9a\u671f\u7684\u306b\u6295\u8cc7\u65b9\u91dd\u3092\u898b\u76f4\u3059\u3053\u3068\u304c\u5927\u5207\u3067\u3059\u3002<\/p>\n\n\n\n<p>d) \u5206\u6563\u6295\u8cc7\u306e\u5fb9\u5e95<br>\u30ea\u30b9\u30af\u3092\u8efd\u6e1b\u3059\u308b\u305f\u3081\u3001\u8cc7\u7523\u30af\u30e9\u30b9\u3001\u5730\u57df\u3001\u30bb\u30af\u30bf\u30fc\u306a\u3069\u3092\u5206\u6563\u3055\u305b\u305f\u6295\u8cc7\u3092\u5fc3\u304c\u3051\u307e\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<p>e) \u6295\u8cc7\u6559\u80b2\u306e\u7d99\u7d9a<br>\u91d1\u878d\u30ea\u30c6\u30e9\u30b7\u30fc\u3092\u9ad8\u3081\u308b\u305f\u3081\u3001\u7d99\u7d9a\u7684\u306a\u5b66\u7fd2\u3092\u884c\u3046\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u65b0NISA\u3068\u4ed6\u306e\u8cc7\u7523\u5f62\u6210\u624b\u6bb5\u3068\u306e\u4f75\u7528<\/h3>\n\n\n\n<p>\u65b0NISA\u3060\u3051\u3067\u306a\u304f\u3001\u4ed6\u306e\u8cc7\u7523\u5f62\u6210\u624b\u6bb5\u3082\u4f75\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u3088\u308a\u52b9\u679c\u7684\u306a\u5c06\u6765\u8a2d\u8a08\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>a) iDeCo\uff08\u500b\u4eba\u578b\u78ba\u5b9a\u62e0\u51fa\u5e74\u91d1\uff09\u3068\u306e\u4f75\u7528<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u639b\u3051\u91d1\u304c\u5168\u984d\u6240\u5f97\u63a7\u9664\u3055\u308c\u308b\u7a0e\u5236\u512a\u9047<\/li>\n\n\n\n<li>60\u6b73\u4ee5\u964d\u306e\u53d7\u3051\u53d6\u308a\u6642\u306b\u7a0e\u5236\u512a\u9047\u3042\u308a<\/li>\n<\/ul>\n\n\n\n<p>b) \u3064\u307f\u305f\u3066NISA\uff082024\u5e74\u4ee5\u964d\u306f\u65b0NISA\u306b\u7d71\u5408\uff09\u3068\u306e\u4f75\u7528<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5c11\u984d\u304b\u3089\u306e\u7a4d\u7acb\u6295\u8cc7\u304c\u53ef\u80fd<\/li>\n\n\n\n<li>20\u5e74\u9593\u306e\u975e\u8ab2\u7a0e\u671f\u9593<\/li>\n<\/ul>\n\n\n\n<p>c) \u666e\u901a\u9810\u91d1\u30fb\u5b9a\u671f\u9810\u91d1\u3068\u306e\u4f75\u7528<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5b89\u5168\u6027\u306e\u9ad8\u3044\u8cc7\u7523\u3068\u3057\u3066\u306e\u4f4d\u7f6e\u3065\u3051<\/li>\n\n\n\n<li>\u7dca\u6025\u6642\u306e\u8cc7\u91d1\u9700\u8981\u306b\u5bfe\u5fdc<\/li>\n<\/ul>\n\n\n\n<p>d) \u4fdd\u967a\u5546\u54c1\u3068\u306e\u4f75\u7528<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30ea\u30b9\u30af\u7ba1\u7406\u306e\u89b3\u70b9\u304b\u3089\u5fc5\u8981\u306a\u4fdd\u969c\u3092\u78ba\u4fdd<\/li>\n\n\n\n<li>\u8caf\u84c4\u6027\u306e\u9ad8\u3044\u4fdd\u967a\u5546\u54c1\u3067\u8cc7\u7523\u5f62\u6210\u306e\u88dc\u5b8c<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\u5c06\u6765\u306e\u7d4c\u6e08\u5909\u52d5\u3078\u306e\u5bfe\u5fdc<\/h3>\n\n\n\n<p>\u65b0NISA\u3092\u6d3b\u7528\u3057\u305f\u8cc7\u7523\u5f62\u6210\u3092\u884c\u3046\u969b\u306f\u3001\u5c06\u6765\u306e\u7d4c\u6e08\u5909\u52d5\u306b\u3082\u5099\u3048\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>a) \u30a4\u30f3\u30d5\u30ec\u30ea\u30b9\u30af\u3078\u306e\u5bfe\u5fdc<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u682a\u5f0f\u6295\u8cc7\u306b\u3088\u308b\u5b9f\u8cea\u7684\u306a\u8cc7\u7523\u4fa1\u5024\u306e\u7dad\u6301<\/li>\n\n\n\n<li>\u30a4\u30f3\u30d5\u30ec\u9023\u52d5\u50b5\u306a\u3069\u306e\u30a4\u30f3\u30d5\u30ec\u30d8\u30c3\u30b8\u5546\u54c1\u306e\u6d3b\u7528<\/li>\n<\/ul>\n\n\n\n<p>b) \u70ba\u66ff\u30ea\u30b9\u30af\u3078\u306e\u5bfe\u5fdc<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u56fd\u5185\u5916\u306e\u8cc7\u7523\u306b\u5206\u6563\u6295\u8cc7\u3059\u308b\u3053\u3068\u3067\u70ba\u66ff\u30ea\u30b9\u30af\u3092\u8efd\u6e1b<\/li>\n\n\n\n<li>\u70ba\u66ff\u30d8\u30c3\u30b8\u4ed8\u304d\u5546\u54c1\u306e\u6d3b\u7528<\/li>\n<\/ul>\n\n\n\n<p>c) \u91d1\u5229\u5909\u52d5\u30ea\u30b9\u30af\u3078\u306e\u5bfe\u5fdc<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u50b5\u5238\u306e\u30c7\u30e5\u30ec\u30fc\u30b7\u30e7\u30f3\u7ba1\u7406<\/li>\n\n\n\n<li>\u91d1\u5229\u4e0a\u6607\u5c40\u9762\u3067\u306f\u77ed\u671f\u50b5\u3001\u91d1\u5229\u4f4e\u4e0b\u5c40\u9762\u3067\u306f\u9577\u671f\u50b5\u306e\u6bd4\u7387\u3092\u8abf\u6574<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\u65b0NISA\u3092\u6d3b\u7528\u3057\u305f\u8cc7\u7523\u5f62\u6210\u306e\u5c55\u671b<\/h3>\n\n\n\n<p>\u65b0NISA\u5236\u5ea6\u306f\u3001\u65e5\u672c\u306e\u500b\u4eba\u6295\u8cc7\u5bb6\u306b\u3068\u3063\u3066\u9577\u671f\u7684\u306a\u8cc7\u7523\u5f62\u6210\u3092\u5b9f\u73fe\u3059\u308b\u7d76\u597d\u306e\u6a5f\u4f1a\u3067\u3059\u3002\u3053\u306e\u5236\u5ea6\u3092\u6700\u5927\u9650\u306b\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u52b9\u679c\u304c\u671f\u5f85\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<p>a) \u8caf\u84c4\u304b\u3089\u6295\u8cc7\u3078\u306e\u6d41\u308c\u306e\u52a0\u901f<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9810\u91d1\u504f\u91cd\u304b\u3089\u5206\u6563\u6295\u8cc7\u3078\u306e\u30b7\u30d5\u30c8<\/li>\n\n\n\n<li>\u65e5\u672c\u7d4c\u6e08\u5168\u4f53\u306e\u6d3b\u6027\u5316<\/li>\n<\/ul>\n\n\n\n<p>b) \u500b\u4eba\u306e\u91d1\u878d\u30ea\u30c6\u30e9\u30b7\u30fc\u306e\u5411\u4e0a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6295\u8cc7\u6559\u80b2\u306e\u666e\u53ca<\/li>\n\n\n\n<li>\u81ea\u5f8b\u7684\u306a\u8cc7\u7523\u7ba1\u7406\u80fd\u529b\u306e\u5411\u4e0a<\/li>\n<\/ul>\n\n\n\n<p>c) \u8001\u5f8c\u306e\u751f\u6d3b\u4e0d\u5b89\u306e\u8efd\u6e1b<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u516c\u7684\u5e74\u91d1\u3092\u88dc\u5b8c\u3059\u308b\u79c1\u7684\u5e74\u91d1\u306e\u5f79\u5272<\/li>\n\n\n\n<li>\u9577\u5bff\u30ea\u30b9\u30af\u3078\u306e\u5bfe\u5fdc<\/li>\n<\/ul>\n\n\n\n<p>d) \u4e16\u4ee3\u9593\u306e\u8cc7\u7523\u79fb\u8ee2\u306e\u4fc3\u9032<\/p>\n\n\n\n<ul 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