Tax Planning

Latest articles

5 Tax Tips for Student Loan Borrowers in 2024

Adam S. Minsky, JD

How to Get a Student Loan Tax Deduction

Melanie Lockert

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

Clint Proctor

Married Filling Separately in Community Property States Due to Student Loans: Complete Guide

Travis Hornsby, CFA®, CFP®

How to Decide When to Use Married Filing Separately on Your Tax Return

Miranda Marquit

How to Lower Student Loan Payments: Start With Your Adjusted Gross Income

Caitlin See

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®

4 Ways HSAs Help Borrowers on Income-Driven Repayment Win Big

Dan Rooker, CFP®, CSLP®