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Decision Tool

Student Loan Repayment Strategy: Standard vs Income-Driven

On a $35,000 loan at 6%, the standard 10-year plan costs about $389 a month and roughly $11,630 in total interest. An income-driven plan at 5–15% of discretionary income can cut the payment to $70–$260 a month here, and any balance left after 20–25 years is forgiven — but interest keeps growing and the forgiven amount may be taxable. This tool shows both paths side by side so you can compare the 20-year cost range before you choose.

Compare your repayment options

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2025–26 federal undergrad loans: 6.00%

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Used to estimate your IDR payment

Student Loan Repayment Compare — Planning Estimate
Loan $35,000 at 6% · AGI $60,000 · household of 1 · generated 8/20/2026
MeasureStandard 10-yearIncome-driven range
Monthly payment$389$152$457
Total paid over 20 years$46,629 (paid off by year 10)$36,525$44,248
Balance forgiven at 20 years$0$45,540$0 (may be taxable)
Estimated total interest$11,629Interest accrues if payments fall below it
Recommendation: The standard plan costs more than the lowest income-driven estimate but is inside (or near) the IDR range. Standard repayment clears the loan in 10 years; an income-driven plan lowers cash flow today but can leave interest growing and a balance that is forgiven later — possibly taxable. Choose based on whether cash flow or total cost matters more to you.

Planning estimate only. IDR payments are modeled at 5% (SAVE, as enacted, 20-year forgiveness) to 15% (legacy IBR, 25-year forgiveness) of discretionary income (AGI minus 150% of the 2025 federal poverty guideline). SAVE is paused by court order and IDR rules change — verify current terms with your loan servicer. Forgiven balances may be taxable. Not financial advice.

Disclaimer: Planning estimates only. Repayment math uses standard amortization and studentaid.gov rules as understood on 2026-08-20. IDR plan terms (payment percentage, forgiveness timeline) change and the SAVE plan is currently paused by court order — always verify with your loan servicer. Forgiven balances may be taxable. This is not financial or tax advice; consult a licensed professional before acting.

How the comparison works

The standard plan uses the classic amortization formula: your loan balance, monthly interest rate, and a 120-month term produce a fixed monthly payment. The income-driven range follows the federal formula — payments are a percentage of discretionary income, defined as AGI minus 150% of the federal poverty guideline for your household size. We simulate two bookends: 5% of discretionary income with 20-year forgiveness (SAVE as enacted) and 15% with a 25-year window (legacy IBR), then report the 20-year total-cost range. When the payment is lower than monthly interest, the balance grows rather than shrinks — that is why IDR can end with a large forgiven balance.

What should you do?

If your standard payment is affordable, the standard plan almost always wins on total cost: it is finished in 10 years. If your cash flow is tight or your income is modest relative to the loan, income-driven repayment can keep payments near zero — a real lifeline — at the price of a longer payoff, continued interest growth, and a possibly taxable forgiven balance. Public Service Loan Forgiveness (PSLF) is a separate path: qualifying public-service employees can get forgiveness after 120 payments regardless of plan. Decide on cash-flow need first, then verify every number with your servicer.

Frequently Asked Questions

How is the income-driven payment estimated?

We model discretionary income as your AGI minus 150% of the 2025 federal poverty guideline for your household size (the formula federal student aid uses for SAVE and IBR). We then apply a range of IDR formulas: 5% of discretionary income with 20-year forgiveness (SAVE, as enacted) up to 15% with 25-year forgiveness (legacy IBR). The range reflects that rules differ by plan and borrower cohort. Retrieved from studentaid.gov, 2026-08-20.

Is the SAVE plan still available?

The SAVE plan is paused by court order as of this writing, and its future is uncertain. We model SAVE as enacted for planning purposes only. Income-driven repayment rules change frequently — verify your plan options and current terms with your loan servicer before making a decision.

Is a forgiven student loan balance taxable?

Potentially, yes. Until the end of 2025, temporary federal tax relief made forgiven balances tax-free; the rules have since changed and forgiveness events on or after January 1, 2026 may be treated as taxable income. Consult a tax professional about your specific situation.

Does income-driven repayment ever cost less in total?

Yes, when your payment under IDR is low enough that you receive forgiveness at the 20- or 25-year mark, total payments can be lower than the standard 10-year plan. The trade-off is that interest keeps accruing, the loan stays on your credit for longer, and the forgiven balance may be taxed. The tool shows a total-cost range so you can see both scenarios.

Should I just pay the standard plan?

If your income comfortably supports the standard payment, it is usually the lowest-total-cost option because the loan is cleared in 10 years. Income-driven plans exist to make payments manageable when cash flow is tight. The right choice depends on your income trajectory and goals.

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