Category: FAN Library

Add my529 to your LinkedIn feed (FAN Fall 2023)

my529 is on LinkedIn. Check out our page and follow us. Every Friday on our LinkedIn feed is #FinancialAdvisorFriday, where we share […]
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Use 529 funds for apprenticeships (FAN Fall 2023)

Editor’s note: Did you know that as well as colleges, universities, trade schools and technical colleges, my529 funds can be used […]
A father gives a gift to his daughter.

my529 Gift Program now allows debit cards for family, friend contributions (FAN Fall 2023)

The holidays are almost upon us. Think about recommending the my529 Gift Program to your clients to help facilitate their […]
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Adding convenience for your clients (FAN Fall 2023)

my529 unveils two new withdrawal offerings The new features provide security and convenience when clients access the funds they have […]

Updates coming to Target Enrollment Date option in July (FAN Summer 2023)

In July, my529’s Target Enrollment Date (TED) option will see portfolio changes as part of its regularly scheduled asset allocation […]

Customized fund updates: Enhanced template functionality; updates to two DFA-based portfolios (FAN Summer 2023)

Enhancements to Customized allocation templates This July, enhancements to Customized allocation templates will offer more opportunities for diversification and flexibility […]
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Engage with clients through the my529 Gift Program (FAN Spring 2023)

College savings is a timely topic when discussing financial issues with your clients. An easy way to promote college savings […]
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Bankruptcy and 529s (FAN Spring 2023)

Bankruptcy is a complex, nuanced process. If one of your clients is considering this option, they may have concerns about […]

An interview with my529’s executive director (FAN Spring 2023)

Richard Ellis, my529 executive director, discusses some of the frequently asked questions about keeping perspective during market fluctuations. This two-part […]

Underlying fund expenses change for several Customized offerings (FAN Spring 2023)

Several underlying funds available in my529’s Customized investment options have updated underlying fund expenses, following announcements from Vanguard Group Inc. […]

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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.