Married Borrowers in IDR Plans

Married Borrowers with IDR Plans

This module provides an overview of advising when clients are married and both spouses have student loans. It helps the advisor identify the complex nature of advising married clients that both have student loans, with regards to tax filing status, repayment plans, and payment calculations.


Topic Features

  1. Helping clients understand the implication of tax filing status
  2. Helping clients to understand the payment calculation in different IDR plans
  3. Helping to create additional value from IDR plans if both spouses have student debt
  4. Advising process and recommendations


CSLP Program - providing options for clients and financial professionals

Forms, Documents, Articles

The impact of marriage on student loans