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2017.9 The Best College Savings Plan 2017 – Kiplinger

2017.9 The Best College Savings Plan 2017 - Kiplinger

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  • Invest in education with my529
  • 529 Day 2021
  • Newsletter – January 2021
    • Reaching a milestone
    • my529 earns Morningstar’s top rating 10 years in a row
    • 2020 Make Your Mark winners
    • Glossary
    • It’s easy to contribute your Utah tax refund to your account
    • Tax documents to arrive this month for account owners
    • Small ways to save money
  • Cyber Monday deal for college savings
  • North Sanpete students get a boost in financial literacy
  • 10 in a row—my529 tops Morningstar ratings
  • A golden deal for U.
  • North Sanpete students get a boost in financial literacy
  • my529 reduces costs for account owners
  • Cyber Monday deal for college savings
  • Utah Students Win $1,000 Scholarships in Bookmark Art Contest
  • Save for higher education, save on taxes with my529
  • Utah Saves Week
  • Total US Stock Market (UTSTX)
  • Global Equity 90/10 US & International (UTSNX)
  • Global Equity 70/30 US & International (UTSSX)
  • 80/20 Aggressive (UTSAX)
  • 60/40 Balanced (UTSBX)
  • 40/60 Moderate (UTSMX)
  • 20/80 Conservative (UTSCX)
  • Stable Value (UTSSVX)
  • my529 joins effort encouraging Utahns to save money
  • Show employees you care with my529
  • Baby steps. Big dreams.
  • Budgeting lessons for students
  • Road to Success Read-a-thon
  • May is a month to celebrate; my529 is here to help
  • Newsletter – April 2021
    • my529 revamps Static options
    • Glossary – Asset-Based Fee
    • Invite Education—your college prep HQ
    • Open a book, get a chance at a scholarship
    • 2021 contribution limits increase for Utah income tax credit or deduction
    • Is your contact information current?
  • Enrollment page (working)
  • Enrollment Date Options
  • For Employers
  • A plan for your students’ future
  • Exciting changes this summer from my529
  • A plan for your students’ future
  • my529 at Bridgerland SHRM conference
  • A plan for your students’ future
  • A plan for your students’ future
  • Newsletter – July 2021
    • New Enrollment Date options focus on when your beneficiary goes to school
    • A major dilemma: What should I study?
    • my529 at 25: Putting beneficiaries on the map
    • Two scholarship opportunities for Utah students
    • Review your account balance
  • my529 at Utah Worksite Wellness
  • Black Friday deal for college savings
  • Women in the Money
  • A message from the my529 Executive Director
  • Put in a Jackson, and we’ll contribute 10 Washingtons!
  • Financial literacy learning for all ages
  • Born on February 29? Get $29 in your my529 account
  • FAQ: Two-factor authentication (2FA)
  • Two decades of helping people: a history of my529
  • Newsletter – April 2020
    • More power for 529 funds
    • Two-factor security added to accounts
    • A valuable benefit for employers and employees
    • Operating Expense Ratios reduced for nine funds
    • $1 + $1 = Family fun with financial literacy
    • Does Uncle Sam owe you a refund? Consider a contribution to your 529 account
    • 2020 contribution limits increase for Utah income tax credit or deduction
    • Use my529 funds to support online education or recontribute a refund
  • ‘Book Your Summer’ with my529, Utah State Library contest
  • Saving For College Campaign
  • Celebrate college savings, start investing — with some help
  • Newsletter – July 2020
    • Make easy, convenient electronic withdrawals
    • Coming this fall
    • Glossary
    • COVID-19 refund? Learn the basics of recontributing to your my529 account
    • Plan for college with online tools
    • Find opportunities for scholarships through my529 and other groups
    • Review your account balance
  • Contests
  • Make Your Mark – 2020
  • my529 sponsors 11th annual Make Your Mark scholarship contest
  • U. of U. Appreciation Day
  • Enhancements to your my529 account owner portal
  • my529 lowers fees for fourth year in a row
  • Newsletter – October 2020
    • Investment fees drop
    • Log in to a new online account owner experience
    • Gifting a snap (and a click) with my529
    • Applying for federal aid? Applications open
    • Glossary – Qualified higher education expenses
    • Utah state tax benefits information
  • Welcome to Utah—and my529
  • Make Your Mark – 2019 Winners
  • CSA Update
    • my529’s CSA suite makes it easier to manage accounts
    • CSA Program Spotlight
    • Vocational schools standing out as a path to a viable career
    • Authorize others to manage accounts
    • Get my529 materials, website in Spanish
    • CSA calendar
  • Newsletter – January 2020
    • my529 makes the grade for 2019
    • New leader is—literally—invested in my529
    • Contribute your state tax refund to my529 online
    • Find out scholarship deadlines
    • Glossary – Compound interest
    • How did you get here?
    • Students’ artistic talents earn them scholarships
  • my529 makes the grade for 2019
  • Looking for a tax break in 2019? Invest in education with my529
  • Invest in education with my529
  • A present for the future
  • Invest in education with my529
  • Law opens new avenue to pay down student debt
  • my529 accounts surpass 400,000 mark
  • Invest in education with my529
  • Make Your Mark – 2019
  • my529 debuts online resources to engage employers
  • my529 sponsors 10th annual Make Your Mark scholarship contest
  • my529 celebrating 5·29 College Savings Day
  • Book Your Summer 2019
  • Invest in education with my529
  • my529 lowers administrative fees across all plan investments
  • Assets under management at my529 hit $14 billion mark
  • Invest in education with my529
  • Invest in education with my529
  • Investment Information: Age-Based Options
  • Newsletter – October 2019
    • Your personal rate of return
    • A present for the future
    • my529 joins national campaign to promote saving for higher education
    • A passport to global education
    • Utah state tax benefits information
    • 2019 year-end deadlines
    • An installment plan for college
    • A-Z Glossary
  • Newsletter – October 2018
    • A change in course(s)
    • Consistent investing can pay off over time
    • Stable value Q&A
    • College savings with a bow on top
    • Utah state tax benefits information
    • 2018 year-end deadlines
  • Newsletter – July 2018
    • my529 introducing stable value fund
    • my529 lowers most administrative fees
    • my529 will release new Program Description in August
    • How did you get here?
    • How to make account withdrawals
    • Speed up withdrawals. Link a bank account to your my529 plan
    • Book Your Summer scholarship opportunity for Utah residents
    • Review your account balance
  • Newsletter – April 2018
    • You can study that in college?
    • Expense ratios change for two underlying funds
    • 529 Day: Celebrate educational savings and review investment goals
    • Total account balance limit rises to $446K
    • Check state laws before K-12 tuition withdrawals
    • Help wanted? Get your summer job search started
    • 2018 contribution limits increase for Utah tax credit or deduction
    • Give your grad a gift toward college
    • Big money for bookworms
  • Newsletter – July 2019
    • Fees drop for all investment options
    • my529 publishes new Program Description
    • Withdrawing funds from your my529 account
    • Safeguard sensitive information
    • To Whom It May Concern – How to ask for a college recommendation
    • Book Your Summer scholarship opportunity for Utah residents
    • Review your account balance
    • Glossary
  • Newsletter – April 2019
    • my529 discontinues investments in the Public Treasurers’ Investment Fund
    • System downtime for Account Access
    • Gifting outside the box
    • my529 offers online college planning tools
    • Two underlying funds see reduction in Operating Expense Ratios
    • From eighth-grade science class to TV news meteorologist
    • 2019 contribution limits increase for Utah tax credit or deduction
    • Be a bookworm this summer for a shot at a scholarship
  • Expense Ratios for Two Underlying Funds Change
  • Student Prosperity Savings Program
    • Donate to Student Prosperity Savings Program
  • Help students achieve their dreams
  • Inspire your child’s future with my529
  • How You Can Pay for Your Education Abroad
  • Five Unconventional Majors You Can Study in College
  • Big Spikes in Vocational School Enrollment
  • 529 Day Matching Contribution
  • Newsletter – January 2019
    • Resolve to invest in 2019
    • College planning tools coming soon to my529.org
    • my529 receives Morningstar’s highest rating for 8th consecutive year
    • Check the dashboard
    • Two documents you may need when you prepare your 2018 tax returns
    • Send your Utah tax refund to a my529 account
    • Utah students win college scholarships
    • my529 materials now available in Spanish
  • my529 reaches $13 billion in assets under management
  • my529 to Launch Stable Value Fund, Cut Administrative Asset Fee
  • my529 Quarterly Statement Translation Guide
  • my529 celebrates College Savings Month with Make Your Mark contest
  • my529 names new marketing director
  • my529 materials now available in Spanish
  • Utah’s my529 receives Morningstar’s highest rating for 8th consecutive year
  • Make Your Mark – 2018 Winners
  • Save for college, save on taxes with my529
  • Utah students ‘make their mark’ to earn college scholarships
  • Invite Education college planning tools now available at my529.org
  • After 22 Years, Utah Educational Savings Plan Launches New Brand
  • Make Your Mark – 2017 Winners
  • Students Earn $1,000 Scholarships in Bookmark Contest
  • Earn Utah State Tax Benefits by Saving for College with UESP
  • ¿Qué es un plan 529?
  • Assets under Utah Educational Savings Plan Management Reach $12 Billion
  • Tax Reform FAQ
  • Solid, Gold: UESP receives Morningstar’s top honor 7 years running
  • Archive – Newsletters and Press Releases
  • UESP Cuts Administrative Asset Fee, Eliminates Mail Delivery Fee
  • Utah Educational Savings Plan Tops $11 Billion in Assets under Management
  • UESP Kicks Off Make Your Mark Scholarship Contest
  • Make Your Mark – 2017
  • Home
  • Quick Links
  • Why Choose my529?
    • Who Can Participate
    • Tax Advantages
    • What the Experts Say
    • Contact Us
  • What Is a 529 Plan?
    • Saving Even Small Amounts
  • Start
    • Investment Information: Enrollment Date Options
    • Investment Information: Static Options
    • Investment Information: Customized Options
      • Fees and Expenses
      • Underlying Investments
      • Customized Investment Option Calculators
    • Investment Option Performance
  • Other Essentials
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    • Give a Gift
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  • Utah Educational Savings Plan Marks National College Savings Day with Awards to Two Elementary Schools
  • UESP to Cut Fee, Expand Age Brackets for Age-Based Options, Add Mutual Funds
  • Gov. Herbert, Legislature Laud UESP on 20th Anniversary
  • Students Win Bookmark Contest, Earn UESP College Savings Scholarships
  • Utah Educational Savings Plan Hits a Gold Standard in 2016
  • Morningstar: Utah Educational Savings Plan Is One of the Best in the U.S.
  • UESP Fee Reduction Impacts 10 Investment Options
  • Utah Educational Savings Plan Marks National 5·29 College Savings Day with Awards to Two Elementary Schools
  • Utah Educational Savings Plan Marks 20 Years Helping Families Save for College
  • Utah Educational Savings Plan Exceeds 300,000 College Savings Accounts
  • Utah Educational Savings Plan Earns Morningstar Analyst RatingTM of Gold
  • President Obama Signs Bill to Add 529 College Savings Plan Benefits
  • Utah Educational Savings Plan Cuts Key Fee Paid by College Savers
  • Age-Based Options: Aggressive Global
  • Age-Based Options: Aggressive Domestic
  • Age-Based Options: Moderate
  • Age-Based Options: Conservative
  • Static Options: Equity—100% Domestic
  • Static Options: Equity—30% International
  • Static Options: Equity—10% International
  • Static Options: 70% Equity/30% Fixed Income
  • Static Options: 20% Equity/80% Fixed Income
  • Fixed Income (UTSFX)
  • FDIC-Insured (UTSIX)
  • Customized Options: Age-Based
  • Customized Options: Static
  • Newsletter – January 2016
    • Congress Boosts 529 Plans
    • How It All Began
    • A Guide to Your 2015 UESP Tax Documents
    • An Education Resolution
    • A Golden Moment
  • Newsletter – April 2016
    • A Head Start for Sage
    • The Real Cost of College
    • Be College Smart-10 Tips for the Student
    • UESP Grows Into the 21st Century
    • Grandparents and 529s
    • Education is the Best Gift
  • Newsletter – July 2016
    • How Scholarships Impact Your UESP Account
    • Fees Drop in 10 UESP Investment Options
    • UESP’s Asset-Based Fee Structure Explained
    • Statement Errors?
    • To Work or Not to Work – Getting a Campus Job
    • UESP Sets Itself Apart
    • How to Make Account Withdrawals
    • Helpful Tips
  • Newsletter – October 2016
    • Utah state tax benefits information
    • UESP Releases New Program Description
    • High schoolers – Stay on top of college deadlines
    • Holiday stress? Shop UESP
    • Go interactive with UESP account dashboard
    • New UESP website to be unveiled soon
    • UESP year-end deadlines
  • Newsletter – January 2017
    • 529 Savings Plans Aren’t Just for College
    • Morningstar Awards UESP Gold Rating for 2016
    • You Have More Than One Choice for Withdrawals
    • Saving Even Small Amounts in a UESP Account for College Makes Sense
    • Maximum Aggregate Account Balance Limit Raised for 2017
    • Eight Students Win $1,000 Scholarships for Artwork
    • Utah State Taxpayers Can Now Contribute a Partial Refund to a UESP Account
  • Newsletter – April 2017
    • A College Degree in Australia? Use UESP Funds Abroad
    • 529 Day – A Good Time to Reflect on College Savings Goals
    • Discover Summer Job Opportunities; Make a Splash for Your Future Career
    • Vanguard, Dimensional Cut Operating Expense Ratios
    • Is Your Contact Information Current?
    • UESP Gives You Many Ways to Contribute to Your Account
  • Newsletter – July 2017
    • Glide Path Changes
    • UESP Cuts One Fee, Eliminates Another
    • College Enrolled Trigger Is History
    • Review Your Account Balance
  • Newsletter – October 2017
    • A Gift with Lasting Impact
    • Unused 529 Funds? Here Are Your Options
    • How to Make an Investment Option Change
    • The Perils of Raiding a College Savings Account
    • View Account Data on the UESP Dashboard
    • 2017 Year-End Deadlines
    • Utah State Tax Benefits Information
  • Newsletter – January 2018
    • UESP Is Changing its Name to my529
    • How Professionals Think about Market Downturns
    • New Tax Law Allows Payment of K-12 Tuition from 529 Plans and Rollovers to ABLE Accounts
    • Two Documents You May Need When You Prepare Your 2017 Tax Returns
    • Send Your Tax Refund to Your UESP Account
    • Students Make Their Mark to Win Scholarships
    • Solid, Gold: UESP Receives Morningstar’s Top Honor 7 Years Running
  • Utah Educational Savings Plan Exceeds $8 Billion in Assets
  • Invest in education with my529
  • Prepare to Scale New Heights
  • Unsubscribe Successful
  • Assets at Utah Educational Savings Plan Pass $10 Billion
  • College savings account owners can claim 2016 tax credits

Please Read. This Is Important.

Do not invest with my529 until you read the Program Description.

If you are going to invest your money in a my529 account, we encourage you to learn how our college savings plan works. The Program Description explains the investment options, rules on contributions and withdrawals, tax benefits, fees, and risks. Your investment could lose value. Except for the FDIC-insured option, my529 investments aren’t guaranteed.

So take a look.

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