Student loans

As college costs rise, some clients who fear their children taking on early debt make too much to qualify their children for aid, but not enough to pay for school outright.

Advisors discussed how they guide clients through the competing priorities of saving for their own retirements versus their children's college educations.

High-earning millennials and Gen-Zers now have two clearcut ways to pay down student debt — but with clarity comes a smaller margin of error.

The tax shield on student loan forgiveness has expired. Here is how advisors can help clients lower their burdens.

Morningstar's study of this growing area of asset management suggests that 529 plan quality is rising, despite the research firm's lackluster grades for it.

Borrowers who receive discharges of their student debt under the Income-Driven Repayment program could be facing tax bills as high as $10,000 next year.

A new federal student loan borrowing limit could push more students seeking advanced degrees into costly private debt, according to financial advisors.

The Trump administration is likely to let the SAVE plan die in the coming months. Here's how advisors can start preparing their clients now.

A lawyer in New York needs help paying off her loans from law school. Are educational assistance programs the answer?

The guidance in Notice 2024-63 is for employers that want to employees' student loan payments.

The 2022 retirement law aims to help workers pay off their student debts and save for retirement. Can it do both? It's complicated.

A therapist in New York still has $50,000 in student loans. Can President Biden's new policy bring her relief?

A new provision enables employers to contribute to a workplace 401(k) plan when an employee pays their student loan debt.

Doctors face many personal finance challenges, from hefty student loan debt to temptations to overspend. Experts share how to win them as clients.

The year saw both progress and problems, from glitches in the Inflation Reduction Act to a controversial new rule for advisors.

New research shows just how big an obstacle student debt has become to Americans' nest eggs.

Dan Macklin, president of Summer, explains how employers and employees can tackle their student loans next month.

Americans owe over $1.6 trillion on federal student loans, and repayment starts this fall. There are options for blunting the burden on clients.

A New York woman says she can move out of her parents' place or pay off her loans — but not both. Is there a way out?

Anna N'Jie-Konte discusses how advisors can grow their business by offering customized services to student loan borrowers and their families.