Sim Terwilliger
Director of Tax at SLP Wealth and CFP®/CSLP® who prepares and plans taxes for clients, specializing in tax issues tied to student loans and integrated financial planning.
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Feb 24, 2026 • 55min
Tax Season Student Loan Tips & Big Mistakes We See
Sim Terwilliger, Director of Tax at SLP Wealth and CFP®/CSLP® who specializes in taxes tied to student loans, breaks down tax filing moves that affect income-driven payments. She explains when filing separately can cut payments, how extensions can be strategic, and common backdoor Roth and reporting pitfalls. Practical filing traps, SALT cap shifts, and timing tactics also get clear, actionable attention.
