my529’s College Savings Estimator can help demystify planning for college expenses

  • Where can your hard-earned dollars go the farthest in higher education?
  • Are your contributions on track with your higher education plans?
  • How can you compare financial costs among your favorite schools?

The my529 College Savings Estimator can help you see projected costs among various higher education options. These choices can have decades of effect on future economic prospects, social connections, health outcomes and career path opportunities. After evaluating, you may be interested in increasing your contributions or making one of your two 529 account investment changes available each calendar year (per the Internal Revenue Code). Explore our offerings on our interactive Investment Options page to decide which selections could work with your higher education timeline and goals.

my529 Standard – Winter 2025

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my529’s College Savings Estimator can help demystify planning for college expenses
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Important Legal Notice

Investing is an important decision. The investments in your account may vary with market conditions and could lose value. Carefully read the Program Description in its entirety for more information and consider all investment objectives, risks, charges and expenses before investing. For a copy of the Program Description, call 800.418.2551 or visit my529.org.

Account Value. Investments in my529 are not insured or guaranteed by my529, the Utah Board of Higher Education, the Utah Education Savings Board of Trustees, any other state or federal agency, or any third party. However, Federal Deposit Insurance Corporation (FDIC) insurance is provided for the FDIC-Insured investment option. In addition, my529 offers investment options that are partially insured for the portion of the respective investment option that that includes FDIC-insured accounts as an underlying investments. Units in my529 have not been registered with the United States Securities and Exchange Commission or with any state securities commission.

FDIC insurance is subject to limits set by federal law. Click here for more information about FDIC Insurance.

Non-Utah Taxpayers and Residents. The state in which you or your beneficiary pay taxes or live may offer a 529 plan that provides state tax or other benefits, such as financial aid, scholarship funds, and protection from creditors, not otherwise available to you by investing in my529. You should consider such benefits, if any, before investing in my529.

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Morningstar rating. A Morningstar Analyst Rating™ for a 529 college savings plan is not a credit or risk rating. Analyst ratings are subjective in nature and should not be used as the sole basis for investment decisions. Morningstar does not represent its analyst ratings to be guarantees. Please visit Morningstar.com for more information about the analyst ratings, as well as other Morningstar ratings and fund rankings.

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Information on this website is believed to be accurate when posted and is qualified in its entirety by the Program Description.