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Home > CFP® Certification > Review Program > Study Tips > Selected Facts and Figures > Education Expenses

Education Expenses
(Testing 2008 number since its part of Financial Planning - Topic 8)
Education Expenses 2000
Above-the-line deduction for educational loan interest payments 2,500
 
Phaseout of educational loan interest deduction starts at the following AGI amounts:
Single 55,000
Married filing jointly or surviving spouse 115,000
Married filing separately 0
Head of household 55,000
 
Educational loan interest deduction completely phased out at the following AGI amounts:
Single 70,000
Married filing jointly or surviving spouse 145,000
Married filing separately 0
Head of household 70,000
 
Tax free treatment on Series EE bonds
 
Phaseout of tax free treatment on Series EE bonds starts at the following AGI amounts:
Single 67,100
Married filing jointly or surviving spouse 100,650
Married filing separately 67,100
Head of household 67,100
 
Tax-free treatment on Series EE bonds completely phased out at the following AGI amounts:
Single 82,100
Married filing jointly or surviving spouse 130,650
Married filing separately 82,100
Head of household 82,100
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Topic List for CFP® Certification Examination Copyright © 2005-2006, Certified Financial Planner Board of Standards, Inc. All rights reserved. Used with permission.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing requirements. “Keir Educational Resources is a Review Course Provider for the CFP® Certification Examination administered by Certified Financial Planner Board of Standards, Inc. CFP Board does not endorse any review course nor receive any financial remunerations from Review Course Providers.”