Episode Details

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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