Refund application has started, who is eligible? What are the benefits of filing early?

Does investment in the S&P 500 differ between asset managers?How to choose a company that is safe to deposit with long-term savings

Sponsored by BlackRock Japan Co., Ltd.

In 2019, the “20 million yen problem after retirement” became a big topic. Do you have enough savings to meet your old age without worrying about money? Thinking that this situation cannot continue, many people are starting to invest using tax incentives such as NISA and iDeCo. As of the end of June 2022, the number of NISA accounts will be about 17 million, which is 3.7% compared to the end of March of the same year. , As of the end of October 2022, the number of iDeCo subscribers is about 2.7 million, which is 121.7% compared to the same period of the previous year, both of which are increasing

. In particular, for those who enter a new life stage such as marriage or childbirth, what to do with their assets in the future may be a point of concern. A-ko seems to be one of them, so I consulted with B-suke, a senior I can rely on at work, but… *From Financial Services Agency “NISA account usage survey (as of the end of June 2022)” and iDeCo official website “Regarding the number of subscribers (as of October 2022)”