IDR Sensitive Investing
Jun 11, 2024•30 min•Ep. 289
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Episode description
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
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