#StudentLoans Control Your ENTIRE Financial Plan! #TaxStrategy #MarriedFilingStrategy #AGI
Think student loan strategy is just about picking a payment plan? Think again!
Chad reveals the hidden truth: Your student loan decisions impact EVERYTHING in your financial life. From whether you file taxes jointly or separately as a married couple, to choosing between pre-tax investing to lower your AGI or maximizing Roth contributions.
It's way more complicated than it needs to be - but that's exactly why you need to understand the full picture!
Your loan strategy affects:
💰 Tax filing status decisions.
📈 Investment account choices (Traditional vs Roth).
🏠 AGI calculations for other financial benefits.
👨👩👧👦 Family financial planning.
Connect With Physician Cents
WealthKeel LLC: https://wealthkeel.com/
Olson Consulting LLC: https://www.olsonfp.com/
Tyler Olson on Twitter: https://twitter.com/olsonplanner
Chad Chubb, CFP®, CSLP® on Twitter: https://twitter.com/WealthKeel
Видео #StudentLoans Control Your ENTIRE Financial Plan! #TaxStrategy #MarriedFilingStrategy #AGI канала Physician Cents
Chad reveals the hidden truth: Your student loan decisions impact EVERYTHING in your financial life. From whether you file taxes jointly or separately as a married couple, to choosing between pre-tax investing to lower your AGI or maximizing Roth contributions.
It's way more complicated than it needs to be - but that's exactly why you need to understand the full picture!
Your loan strategy affects:
💰 Tax filing status decisions.
📈 Investment account choices (Traditional vs Roth).
🏠 AGI calculations for other financial benefits.
👨👩👧👦 Family financial planning.
Connect With Physician Cents
WealthKeel LLC: https://wealthkeel.com/
Olson Consulting LLC: https://www.olsonfp.com/
Tyler Olson on Twitter: https://twitter.com/olsonplanner
Chad Chubb, CFP®, CSLP® on Twitter: https://twitter.com/WealthKeel
Видео #StudentLoans Control Your ENTIRE Financial Plan! #TaxStrategy #MarriedFilingStrategy #AGI канала Physician Cents
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21 ч. 55 мин. назад
00:00:42
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