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積立額限界税率CG/Q-Div税率引出し時税率引出し時CG税率株式運用利回り債権運用利回り株式分配率債権分配率
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500025%15%15%0%8.55%4.90%2%3%
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年残高(株式 in 課税口座)実質残高(株式 in 課税口座)残高(債権 in 課税口座)実質残高(債権 in 課税口座)株式(課税口座)債権(税優遇口座)株式(税優遇口座)債権(課税口座)
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1$10,658$9,871$10,635$9,821$5,413524554285208
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2$22,019$20,406$21,950$20,252$11,272107471131910631
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3$34,133$31,655$33,994$31,337$17,614165191771416280
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4$47,053$43,667$46,819$43,121$24,480225732465622163
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5$60,836$56,497$60,482$55,653$31,912289243219228290
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6$75,543$70,205$75,044$68,988$39,957355864037234672
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7$91,241$84,855$90,569$83,182$48,666425754925141318
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8$108,000$100,514$107,130$98,297$58,093499065889048240
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9$125,895$117,256$124,802$114,399$68,298575976935255450
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10$145,009$135,160$143,668$131,561$79,346656648070962958
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11$165,431$154,312$163,816$149,861$91,304741269303870779
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12$187,253$174,802$185,343$169,380$104,2498300410642078924
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13$210,578$196,731$208,353$190,211$118,2629231612094687406
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14$235,516$220,203$232,956$212,449$133,43110208413671596241
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15$262,183$245,334$259,274$236,199$149,852112331153831105443
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16$290,708$272,246$287,437$261,576$167,627123081172411115026
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17$321,226$301,072$317,587$288,700$186,869134357192580125007
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18$353,883$331,955$349,875$317,705$207,698146185214473135402
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19$388,839$365,050$384,467$348,731$230,246158593238238146229
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20$426,263$400,521$421,540$381,935$254,653171609264035157505
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21$466,338$438,549$461,286$417,481$281,075185263292037169249
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22$509,262$479,324$503,914$455,549$309,676199586322434181480
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23$555,248$523,056$549,649$496,335$340,637214611355430194219
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24$604,524$569,968$598,733$540,046$374,152230372391246207487
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25$657,337$620,301$651,431$586,912$410,432246905430125221305
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26$713,953$674,316$708,025$637,176$449,705264248472329235697
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27$774,660$732,293$768,826$691,105$492,218282441518140250686
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28$839,765$794,536$834,165$748,985$538,239301526567869266297
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29$909,602$861,370$904,404$811,127$588,056321546621849282556
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30$984,530$933,148$979,934$877,867$641,983342547680444299489
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