Hi,

    As I weigh plan options (175K, age 52, only 2 years clocked, high earner right now but that could plummet) I am curious if you can help me understand a few things. (If you only answer 1 of these, please let it be #1. Am weighing approaching my boss soon). Thank you everyone…

    1. If I choose a standard 10 year repayment plan, is the monthly amount locked in for the whole time? If I were to put in a big lump sum, would they then recalculate? (think this is called "recasting"). I ask because I might take a loan from my job to lower the balance and pay it off with a salary reduction. Should that lump sum amount go in BEFORE July because then the monthly plan is locked in for 10 years? If it's locked, can I switch to a different standard repayment plan to force it to recalculate? Goal is the lowest monthly I believe I could afford no matter what might happen in the years to come. So I want to know- should I lower the balance as much as possible right away (loan from boss) or could he give it after or in chunks?

    2. If I choose IBR or RAP what do I say or do to make sure that paying extra on top some months won't just push my payments ahead? I would want the payment to lower the principal. Do they have to listen to my instructions? or is this a danger zone? Please share Anything you know about hidden pitfalls with this!

    3. Let's say I switch plans a lot, first of all can I even do that? Start on standard, move to IBR or RAP if i lose my job or something, then move back? (Moving back would be because God willing am making so much, I no longer want the recertification to balloon my monthly payments, because ironically that seems to be the math! RAP could be worse than 10 year. Crazy.) And if I can switch plans a lot, what pitfalls should I keep in mind? I know interest can recapitalize leaving… which one? RAP and IBR both? Or just RAP? Could I make sure the interest was paid before switching and then it's ok?

    4. if RAP has no interest accrue and rhe subsidy etc… why isnt this best for all of us? Assuming (like #2 above) we can indeed make higher payments anytime we want and have it apply to the balance. Yes 30 years sucks. But if forgiveness isnt the goal… and I plan/hope to repay, then… should I consider RAP? For me personally I don't like the higher payment potential. No cap right? Or higher cap than IBR?

    Thank you to this community.

    Paying more some months
    byu/thewalkingcure inStudentLoans



    Posted by thewalkingcure

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