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03.017.2022 - Student Loan

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Student Loan Repayment Strategies for Student and Parent Borrowers
Presented by Saki Kurose, CSLP, Insight Financial Strategists
Saki Kurose

There is a lot to analyze when it comes to paying off federal student loans. This session featured a Certified Student Loan Planner, Saki Kurose, using several case studies to illustrate great examples of the pros and cons of various repayment strategies, the impact of how borrowers file their tax returns (MFS vs. MFJ), when and how loan consolidation may make sense and more. Saki addressed considerations for married couples, borrowers living overseas, the impact of community property states, and what double consolidation could yield with Parent loans. 

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