Winter 2025

  • my529 earns top Morningstar honor for 14th year in a row

    my529 earns top Morningstar honor for 14th year in a row

    This fall, Morningstar’s annual review of 529 plans named my529 as one of five plans in 2024 to receive the Analyst Rating™ of Gold. my529 has now earned Morningstar’s top rating for 14 years in a row. The award reinforces my529’s longstanding, well-regarded status within the 529 industry. In their 2024 industry report, Morningstar evaluated…

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  • 2024 year-end deadlines

    2024 year-end deadlines

    Your clients could qualify for certain tax benefits with their my529 account. Please note that contributions must be received at my529 by the following transaction deadlines to qualify for the 2024 tax year. Any transactions received by my529 after these year-end deadlines will count toward the 2025 tax year. You can send your forms (some…

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  • What drives the next generation of financial planners?

    What drives the next generation of financial planners?

    We recently had the pleasure of interviewing Lexi Shipley, president of the Personal Financial Planning Student Association (PFPSA) at Utah Valley University. In this discussion, Lexi goes in-depth on trends she’s seen in her classmates’ industry expectations as well as the experiences they’ve been seeking out in their coursework, internships and first jobs. What motivations…

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  • Study up on changes to federal student aid application

    Study up on changes to federal student aid application

    Did you know that the FAFSA (Free Application for Federal Student Aid) for the 2025-2026 academic year officially went live on December 1, 2024? This is a crucial time for college students and families as they prepare for the upcoming academic year.  As financial advisors, you can play a pivotal role in guiding your clients…

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  • my529 Road Trip: Financial fun across the nation

    my529 Road Trip: Financial fun across the nation

    Our financial advisor team has been hitting the road and spreading the joy of smart saving across the country and here at home with our loyal local advisors. With more than 1,500 firms in our advisor community, we’ve only scratched the surface on meeting all of you. From the West to the East, our team…

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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 includes FDIC-insured accounts as an underlying investment. 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.

Consult an advisor. my529 does not provide legal, financial, investment or tax advice, and the information provided on this website does not contain advice and cannot be construed as such or relied upon for those purposes. You should consult your own tax or legal advisor to determine the effect of federal and state tax laws on your particular situation.

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.

my529 does not pay commissions, loads or sales charges to financial advisors nor does it endorse financial advisors.

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

Utah Educational Savings Plan®

UESP®

Utah Educational Savings Plan® and UESP® are registered service marks.