Category: Uncategorized

Another Morningstar Gold for my529

What Gold means for you [winter 2024]In November, Morningstar released its annual 529 industry report naming Utah’s plan as one […]

America Saves Week encourages tips to practice at any age

America Saves Week is April 8-12 and celebrates daily themes of saving automatically, for the unexpected, for major milestones, paying […]

Did you hear about the 2024-2025 FAFSA updates?

[winter 2024]The Free Application for Federal Student Aid (FAFSA) has recently undergone changes that you should know about. The new […]

2023 tax documents available this month

[winter 2024]It’s tax season, and my529 will make tax documents available to you this month to help you prepare your […]

SECURE 2.0: How it affects 529 plans

[winter 2024] Effective January 2024, SECURE 2.0, a new federal law, allows funds from an established 529 account to be […]

School payments with peace of mind

[Oct 2023] Even at the postsecondary level, the phrase “back to school” conjures a seemingly never-ending to-do list. However, one […]

Give a meaningful holiday gift

[Oct 2023] After the long days of summer, suddenly it feels like autumn makes its appearance overnight. With this same […]

Withdrawals in your wallet

Sign up for the my529 Access Discover® Prepaid Card in your online account. Pay for qualified expenses with our new […]

529s aren’t just for 4-year schools

By Anita Kelley, Savings Division Director, State of Alabama Treasurer’s Office  So you saved in a 529 plan for your […]

Utah 2023 state tax benefits information

[Oct 2023] Depending on their tax-filing status, Utah taxpayers can claim a 4.65 percent tax credit/deduction per qualified beneficiary for […]