Tax Planning

Latest articles

To Link or Not to Link: Guide to IRS Automatic Income Sharing for Student Loans Repayments

Miranda Marquit

How to Revoke Access for the IRS to Share Your Income for Student Loans

Travis Hornsby, CFA®, CFP®

Are Student Loans Community Property? 9 States Where They Are (And What to Do)

Clint Proctor

The Ultimate Guide to Income-Driven Repayment (IDR) Plans

Melanie Lockert

How to Qualify for a Student Loan Tax Deduction When You Least Expect It

Ben Lacomis, CSLP®

How to Handle Your Student Loan Forgiveness 1099-C Tax Form

Miranda Marquit

Should You Pay Off Student Loans or Hold Out for Forgiveness?

Molly Laughter, MBA, CSLP®, CFA®, CFP®

Filing Taxes with Student Loans: Why Filing Makes Sense Even Without an Income

Melanie Lockert

Student Loan Forgiveness and Insolvency: What You Need to Know

Molly Laughter, MBA, CSLP®, CFA®, CFP®