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Student Loan Planner

Jan 21, 2020

We’ve added a new face to our Student Loan Planner team. Listen in as I interview Ben Nanney, CPA and CFP®, about the nitty-gritty on taxes and student loans. He’ll give us the inside scoop on basic tax terms and dive into some more complex tax strategies for student loan borrowers.

In today’s episode, you'll find out:

  • What drove Ben to launch his own financial planning firm
  • Why AGI isn’t as confusing as you think
  • What is an above the line deduction
  • The difference between a SEP IRA and Solo 401(k)
  • Why Ben is a great addition to the consultant team
  • How filing separate tax returns can benefit married couples
  • What is the breadwinner loophole
  • How to amend previous tax returns to get money back
  • How to contact the best tax experts for student loan borrowers
  • Why a community property state can lower your student loan payment
  • The best tax strategies for high-income borrowers

Full show notes at: