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IDR Sensitive Investing
Manage episode 422971939 series 2471867
I’m exploring investment strategies tailored for student loan borrowers, tackling tax challenges, investment allocation, and how specific identification of shares can make all the difference. Plus, I share the link between income-driven repayment (IDR) plans and your investment returns.
In today’s episode:
- 04:25 50% VTSAX and 50% VTIAX for simple investing
- 10:20 Accumulate losses to offset future capital gains
- 13:39 Rising interest rates can mean increased itemizing
- 24:59 Diversified investment strategies for optimal tax efficiency
Like the show? There are several ways you can help!
- Follow on Apple Podcasts, Spotify or Amazon Music
- Leave an honest review on Apple Podcasts
- Subscribe to the newsletter
Feeling helpless when it comes to your student loans?
- Try our free student loan calculator
- Check out our refinancing bonuses we negotiated
- Book your custom student loan plan
- Get profession-specific financial planning
Do you have a question about student loans? Leave us a voicemail here or email us at help@studentloanplanner.com and we might feature it in an upcoming show!
337 episoder
Manage episode 422971939 series 2471867
I’m exploring investment strategies tailored for student loan borrowers, tackling tax challenges, investment allocation, and how specific identification of shares can make all the difference. Plus, I share the link between income-driven repayment (IDR) plans and your investment returns.
In today’s episode:
- 04:25 50% VTSAX and 50% VTIAX for simple investing
- 10:20 Accumulate losses to offset future capital gains
- 13:39 Rising interest rates can mean increased itemizing
- 24:59 Diversified investment strategies for optimal tax efficiency
Like the show? There are several ways you can help!
- Follow on Apple Podcasts, Spotify or Amazon Music
- Leave an honest review on Apple Podcasts
- Subscribe to the newsletter
Feeling helpless when it comes to your student loans?
- Try our free student loan calculator
- Check out our refinancing bonuses we negotiated
- Book your custom student loan plan
- Get profession-specific financial planning
Do you have a question about student loans? Leave us a voicemail here or email us at help@studentloanplanner.com and we might feature it in an upcoming show!
337 episoder
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