IRS Issues Guidance on 530A (Trump) Accounts
New IRS guidance is out on 530A “Trump Accounts” for children—covering contributions, investments, and the federal $1,000 pilot deposit. If this is on your radar for family planning, we breakdown of how they work.
Navigating Student Loan Repayment as Federal Programs Shift
Student loans are back in the spotlight, with significant changes carrying major implications for millions of borrowers. The “Henssler Money Talks” hosts break down what’s happening with income-driven repayment plans, including updates to IBR and the emerging Repayment Assistance Plan, and how these shifts may affect monthly payments and long-term forgiveness timelines.
Key Tax Law Changes to Higher Education Coming Soon
The One Big Beautiful Bill Act reshapes borrowing limits, repayment plans, Parent PLUS and Grad PLUS loans, Pell Grants, and even what counts as a qualified 529 expense. We break down what’s changing—and what it could mean for students, parents, and colleges
Exploring Tax Opportunities to Pay Off Student Loans
Paying off student loans doesn’t have to feel overwhelming. From Section 529 plans to employer benefits and new provisions under the OBBBA, there are tax-smart ways to lighten the load.
Key Higher Education Changes in the New Tax Bill
Big changes are coming for student loans, 529 plans, and college costs. The One Big Beautiful Bill Act reshapes borrowing limits, repayment options, and even taxes on wealthy universities.
Interest Rates on Federal Student Loans Drop Slightly for 2025-2026
Federal student loan rates for 2025-2026 halt upward trend! Interest rates on federal student loans for the 2025-2026 school year will decrease slightly, after four straight years of increases.
Borrowers in Default on Federal Student Loans Face Imminent Collection Efforts
As of May 5, 2025, borrowers with defaulted federal student loans will be referred to a federal debt collection service and may eventually be subject to wage garnishment.
Versatile 529 Plans Can Help with More than Just College
Think 529 plans are just for college? Think again. From K–12 tuition and apprenticeships to student loan repayment and even Roth IRA rollovers, today’s 529 plans offer more flexibility than ever — making them a powerful tool for education funding and estate planning.
College Costs for 2024-2025 March Higher
College costs are on the rise! Discover key 2024–2025 trends, insights into net price calculators, and what the FAFSA delays mean for you.
Gifting with Purpose: Maximize the Impact of Your Gifts
Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, to advise a couple interested in gifting money to their family members, offering efficient and beneficial ways to share their wealth.