A person uses a calculator.

Category: Newsletter

A person uses a calculator.

Fee drop

my529 reduces admin fee, benefiting 99% of accounts my529 always looks for ways to provide the highest-quality 529 educational savings […]
Two kids dressed like businessmen scream while holding handfuls of money next to two moneybags.

Help kids make saving a habit

Car payments. Insurance. Gas. Clothes. School activities. Sports. Dates. The list goes on. Often when teenagers are learning to manage […]

What to know about withdrawing funds

Check your account owner information

As you prepare for back to school, it’s a good time to check your account and ensure your information is […]

Courses uncharted

College students share their wisdom on how to navigate campus, classes and friendships “Before starting college, I wish I knew […]

How my529’s investment options respond to the market

An interview with my529’s executive director In our January 2023 newsletter, my529 Executive Director Richard Ellis answered some frequently asked questions about […]

Major payoff: How much is a degree worth?

The value of education As a my529 account owner, you likely believe in the importance of savings, investments and education. […]
my529 has earned Morningstar's Analyst Rating of Gold for 2022.

Gold every step of the way

my529 earns 2022 Morningstar Gold rating In November, Morningstar released its annual 529 industry report naming Utah’s plan as one […]

Navigating uncertain markets

An interview with my529’s executive director Richard Ellis, my529 executive director, sat down to answer some of the frequently asked […]
Kid puts money in a saving jar.

my529 supports America Saves Week

In 2022, Americans experienced the largest surge in inflation in 40 years. The Federal Reserve tried to chase down inflation […]

Find us on social media:

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.