Tax Filing

The tax filing status affects a client’s loan repayment strategy. The combination of tax filing and whether or not a spouse has student loans can also be an influencing factor. This module covers important information to bring into the discussion on repayment strategies. For clients considering marriage, particularly if their spouse has student loans, this material is essential.

csla_contributor

Written by csla_contributor

Get the Course

Subscribe For Blog Updates

Recent Posts

   Listen on Google Play Music