Additional Resource

Student Loan Repayment & 2026 Tax Filing Decision

About The Webinar

Many borrowers focus on selecting a student loan repayment plan but overlook how tax-filing decisions can significantly affect the outcome. Whether you are pursuing loan forgiveness, using an income-driven repayment plan, or simply looking to lower your monthly payment, this webinar will guide you on how to coordinate your repayment and 2027 tax filing strategies to make more informed financial decisions.
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Join us for this informative webinar to learn key planning strategies as we cover the following topics:

  • Understanding your Income-Driven Repayment (IDR) recertification date and the importance of the tax filing submission date

  • Proper tax filing consequences due to the increased use of IDR repayment options

  • Proper strategies for legacy loan repayment due to IRS integration

  • Compare RAP and legacy IDR payments to determine the best repayment method

  • Fred Amrein

    Presenter

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