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Category: FA Blog

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You can access your clients’ my529 tax documents

Tax deadlines are approaching and my529 is here to lend a hand. my529 makes it easy for you and your […]
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Bulk statement feature expanded for additional users at the firm

We heard you asking for this option and are delighted to announce that we made it happen! We are excited […]
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Divorce: How advisors can help their clients navigate this transition

Navigating clients through a divorce can be complicated and challenging for financial advisors. You may have clients with my529 accounts […]

Updates coming to Target Enrollment Date option in July

On July 1, 2025, my529’s Target Enrollment Date investment option will see portfolio changes as part of its regularly scheduled […]

On the road spreading the message of college savings

Our Relationship Management Team hit the road this spring to talk 529s. So far, we have been to Wallach Beth […]

Have you checked out the my529 video library?

Our my529 video library provides you with a comprehensive and easily shareable resource to educate your clients about the benefits […]

The value of higher education

When speaking with your clients about 529 plans, you might have heard mixed reviews from them and their children about […]

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 […]

2024 year-end deadlines

Your clients could qualify for certain tax benefits with their my529 account. Please note that contributions must be received at […]

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 […]

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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.

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.