(Ep. 289) IDR Sensitive Investing

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:
✅ 50% VTSAX and 50% VTIAX for simple investing
✅ Accumulate losses to offset future capital gains
✅ Rising interest rates can mean increased itemizing
✅ Diversified investment strategies for optimal tax efficiency
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Legal: Student Loan Planner is a financial coaching company and does not claim to provide financial advice on investment products. Refinancing federal loans causes the borrower to lose access to income-based repayment plans as well as the PSLF program. We may earn compensation from advertising partners when you click on links on our site. Student Loan Planner is not a debt settlement or debt relief company. We do not provide tax or legal advice.
Disclaimer: Investment advisory services offered by SLP Wealth LLC. This video is for general educational purposes only and should not be construed as any investment, financial planning, tax, or other professional advice.
#IDRsensitiveInvesting #StudentLoanPlanner #Investing #IncomeDrivenRepayment

[@gif24gt60]

Travis, please hold off on the,right?😮

[@ImSoMinimal]

So no Total Bond considered in the retirement account (3 fund portfolio strategy)?