Married Filing Separately: What Student Loan Borrowers Need to Re-Check at Tax Time
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Married Filing Separately: What Student Loan Borrowers Need to Re-Check at Tax Time
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Filing taxes married filing separately can be one of the most powerful tools for lowering income-driven student loan payments. But it's also one of the easiest ways to make costly mistakes if you're not careful. Meagan McGuire, CFP®, ChFC®, CSLP®, walks through what borrowers need to double-check before tax season hits. You'll learn when filing separately actually saves money, when it backfires, and how community property states completely change the math.
Key moments:
(05:32) Why married filing separately can dramatically lower IDR payments
(09:58) Real numbers: comparing tax cost vs. student loan savings
(17:28) The Roth IRA trap many married borrowers miss
(23:37) Why community property states often create extra student loan savings
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