Student Loan Planner

Filing Taxes Separately Would Cost Me $12,000


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Could your tax filing status save you thousands on student loan payments? You're about to find out. We're discussing how choosing to file jointly or separately can impact your student loan repayment strategy. You'll hear about real-world scenarios, from high-income couples evaluating their tax implications to the strategic benefits of filing separately in community property states. Plus, we'll explore how recent legislative scrutiny on loan repayment plans could affect your financial planning.

From navigating recertification dates to leveraging tax extensions, you'll gain practical insights that could reshape the way you manage your taxes and student loans.

Key moments:

  • 05:18 Should a dual-dentist household file taxes separately? A real case study

  • 18:00 Myths vs. reality of tax filing extensions

  • 22:13 How filing taxes separately changes everything in a community property state

  • 26:42 A physician-teacher couple cashes in on the breadwinner loophole

  • 35:31 Reclaim your money by amending your MFS tax return

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Feeling helpless when it comes to your student loans?

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  • Get profession-specific financial planning

Do you have a question about student loans? Leave us a voicemail here or email us at [email protected] and we might feature it in an upcoming show!

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Student Loan PlannerBy Travis Hornsby

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