December 2025

  • my529 earns top industry rating for 15th consecutive year

    my529 earns top industry rating for 15th consecutive year

    This fall, my529, Utah’s 529 educational savings plan, was once again named as one of the top 529 plans in the country, a distinction the plan has earned for 15 consecutive years. This accomplishment is unrivaled by any other 529 plan and reinforces my529’s longstanding status as one of the best in the industry —…

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  • 2025 year-end tax credit and deadline info

    2025 year-end tax credit and deadline info

    2025 tax year deadlines Contributions must be received at my529 by the following transaction deadlines to qualify for the 2025 tax year. Any transactions received by my529 after these year-end deadlines will count toward the 2026 tax year. You can send forms (some are DocuSign eligible) to info@my529.org. Transaction Online Process Deadline1 Manual Process Deadline2…

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  • Qualified education expenses expand with recent legislation

    Qualified education expenses expand with recent legislation

    Recent legislation offers your clients more possibilities for their 529 funds. H.R. 1 was passed by the 119th Congress and signed into law on July 4, 2025, and includes provisions that impact 529 plans. K-12 expenses H.R. 1 (119th Congress) expanded the definition of qualified education expenses for K-12 education to include books, materials, testing…

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  • my529 expands Docusign acceptance policy

    my529 expands Docusign acceptance policy

    You gave us your feedback, and we heard you! my529 now accepts Docusign signatures that have been phone authenticated (via SMS text message or phone call) as an alternative to our existing knowledge-based authentication. This helps you, our advisors, streamline obtaining signatures from clients on my529 paperwork. my529 does not initiate the Docusign envelopes —…

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  • Using my529’s College Savings Estimator to encourage saving early and often

    Using my529’s College Savings Estimator to encourage saving early and often

    Go beyond the basics of how the College Savings Estimator can help anticipate school costs. Today, let’s explore how this powerful tool can assist you in tailoring answers to your clients’ unique higher education questions as well as helping them prioritize saving for higher education among their other long-term financial goals. The estimator calculates costs…

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  • Meet the team!

    Meet the team!

    We’ve been busy this fall! The my529 team traveled around the nation to spread knowledge of the importance of 529 plans. Before leaving Utah, we visited with Garrett and their 2025 Planning Network. We met with their members and attended their skill workshops.    Next, we headed east to North Carolina to meet with Dimensional…

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  • Follow us on LinkedIn!

    Follow us on LinkedIn!

    Do you follow us @my529 on LinkedIn? Our weekly content is designed to be shared with YOUR clients — help us in helping them with their my529 accounts and questions via a simple click of the “share post” button. Reminder: Review our 2025 year-end deadlines for important dates for your clients. Transaction deadlines are crucial…

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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.