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IDR Sensitive Investing

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Manage episode 422971939 series 2471867
Content provided by Travis Hornsby. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Travis Hornsby or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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!

Feeling helpless when it comes to your student loans?

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!

  continue reading

314 episodes

Artwork

IDR Sensitive Investing

Student Loan Planner

44 subscribers

published

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Manage episode 422971939 series 2471867
Content provided by Travis Hornsby. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Travis Hornsby or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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!

Feeling helpless when it comes to your student loans?

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!

  continue reading

314 episodes

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