Year-End Financial Checklist for 2022: Tax Tips, Student Loan Repayment, Investing, and More

Reviewing and assessing your progress over the last year can help to keep you on track to reach your goals. But what exactly should you do? Finish the year strong and set yourself up for success in 2023 with these key money moves from Senior Student Loan Advisors Lauryn Williams, CFP®, CSLP®, and Meagan McGuire (Landress), CSLP®. In today’s episode, you'll find out: How to fix your Roth IRA if you’ve been filing taxes separately Why you can’t have outstanding pre-tax accounts in your Roth IRA (or backdoor Roth IRA) How an HSA can lower your student loan payment and fuel your retirement savings How to use income-driven repayment plans to lower your student loan payment When you should amend your tax return Why you shouldn’t wait until the last minute to book a consult or file taxes How to take advantage of some uncertainties in the system What to do if you’ve got a lot of cash laying around Steps to take if you’re waiting for the tax-free loan cancellation Whether you’ll have tax liability under the new student loan repayment plan Links mentioned:  I Bond from Treasury Direct Student Loan Tax Experts     Like the show? There are several ways you can help! Follow on Apple Podcasts, Spotify or Google Podcasts Leave an honest review on Apple Podcasts  Follow on Facebook, Twitter, or LinkedIn Feeling helpless when it comes to your student loans? Try our free student loan calculator Check out our refinancing bonuses we negotiated Book your custom student loan plan Do you have a question about student loans? Leave us a voicemail here or email us at [email protected] and we might feature it in an upcoming show!