Past articles
You may use the following articles to help your employees learn more about 529 college savings plans. Share links through your workplace newsletters, emails or intranet.
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Making the grade for financial literacy
Learning about money at an early age sets children on a path for future financial wellness. A 2018 study by
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New Dimensional underlying funds
Do you have clients invested in a my529 Customized option? If you do, you should know that my529 has added
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Expenses drop for several underlying funds
It’s now less expensive for your clients who hold certain my529 portfolios, thanks to recent operating expense ratio reductions by
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my529 adds FinDash to back-office advisor solutions
The my529 Relationship Management Team is pleased to announce the integration of FinDash as a back-office provider. If your firm
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Guiding your clients to reduce higher education costs
Higher education benefits can extend beyond monetary earnings — but they also require significant investments of time and money. Your Advisor
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Does your client qualify for a state tax benefit for their my529 contributions?
With tax season here, you may want to educate your clients about potential state income tax deductions or credits available
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We are presentable!
Is your firm looking for a virtual or in-person seminar that is CFP-certified for Continuing Education credits? Our financial services
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Graduation gifting with my529
A gift that keeps giving into the future Spring means high school graduations, elementary and middle school promotions, and an
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How can ‘extra’ 529 funds be used
Money in 529 accounts can be used for any qualified education expense, such as tuition, room and board (as long
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National Apprenticeship Week: Celebrate an ‘America at work’ by learning about registered apprenticeships
National Apprenticeship Week (April 26 through May 2) is an excellent opportunity to recognize the myriad of pathways to success
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my529 accounts help cover unexpected school costs
Rising expenses can make it tough for students to budget for the future. Luckily, my529 accounts can be used to
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Updated my529 Program Description available now
my529 issued a new Program Description dated March 25, 2026. You can read and download the document at my529.org here,
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my529 is here to help you save for and benefit from higher education
Higher education benefits can extend beyond monetary earnings — but they also require significant investments of time and money. Here
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Plant your college savings this spring
Are your investments on track to meet your goals to pay for higher education? The my529 College Savings Estimator is a free
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Did you know that my529 helps to run charitable Children Savings Account programs?
my529 has created over 12,000 CSA accounts with nonprofit, government and education organizations headquartered in more than 15 states. These
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Cutting costs amidst rising tuition
Higher education benefits can extend beyond monetary earnings — but they also require significant investments of time and money. Here
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Take a look back at my529’s 2025!
Click to view a screen-reader-accessible version of this graphic. my529 Standard – Winter 2026 Take a look back at my529’s
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my529’s 2025 recap, text version
As of December 31, 2025, there were: $29.4 billion assets under management by my529. 624,840 my529 accounts. $338.3 million in
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my529 strikes Gold in 2025
my529 has once again been named one of the best 529 plans in the country, earning top honors from Morningstar
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Cutting costs amidst rising tuition
Higher education benefits can extend beyond monetary earnings — but they also require significant investments of time and money. Here
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Fee reduced for Customized investment options
my529 decreased the Administrative Asset Fee for Customized Age-Based and Customized Static investment options by two basis points (0.02%). Effective
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2025 tax documents landing in an inbox near you
Federal Income Tax Return If you withdrew funds or rolled over money from your 529 account in 2025, you will
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The new my529 incentiFive Program can help kickstart your newborn’s education savings
incentiFive is designed to help Utah families get an early start on an education savings habit. Here’s how it works:
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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
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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
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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
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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
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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
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Meet the team!
We’ve been busy this fall! The my529 team traveled around the nation to spread knowledge of the importance of 529
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Follow us on LinkedIn!
Do you follow us @my529 on LinkedIn? Our weekly content is designed to be shared with YOUR clients — help
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2025 year-end tax credit and deadline info
Tax credit details Depending on their tax-filing status, Utah taxpayers can claim a 4.5% tax credit or deduction up to
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New ways to use your my529 funds for K-12 expenses
Parents, rejoice: You now have the flexibility to use my529 funds for your student’s education costs beyond just tuition at
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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
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my529 earns top industry rating for 15th consecutive year
Utah’s educational savings plan receives Gold rating for 2025 (Salt Lake City) my529, Utah’s 529 educational savings plan, has once
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Did you know that a my529 account can help reduce your tax bill?
my529 contributions made in 2025 enable you to claim a 4.5% Utah state income tax credit per qualified beneficiary (up
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Give a meaningful gift
After the long days of summer, suddenly it feels as if autumn appeared overnight. It is with this same swiftness
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Will your presents be remembered five years from now?
Skip the lines and choose memorable and worthwhile gifts for the children in your life, like quality time together and
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What’s in a degree? Exploring the value of a college education
Over recent decades, there has been no shortage of ink spilled in the debate over the value of higher education.
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Qualified education expenses expand with recent legislation
There are now more ways to use your 529 funds, thanks to recent legislation. H.R. 1 was passed by the
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Fall is the most popular season for birthdays. Looking for a gift idea?
As the leaves begin to change and the air turns cool and crisp, fall brings with it not only a
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How can ‘extra’ 529 funds be used?
Money in 529 accounts can be used for any qualified education expense, such as tuition, room and board (as long as
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2025 Utah state tax benefits details
Depending on their tax-filing status, Utah taxpayers can claim a 4.5% tax credit or deduction up to a certain limit
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Additional notices and info
For more information about FAFSA, see our dedicated FAFSA info and FAQ page. my529 Standard – Fall 2025 Qualified education
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Nothing beats quality time with loved ones, but gifts to a my529 account aren’t far behind!
As the leaves change, the air turns cool and crisp, and the festive season approaches, you may feel like you
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Scary 101: Colleges offer spooky studies
Perhaps the most horrifying class you ever encountered began with an instructor announcing “public speaking will be required of all
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Need help with paying for college or technical school? Look no further than FAFSA
Have you ever wished you could get help paying for two-year technical training or a four-year college degree? There is
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Additional credentialing programs, certifications and continuing education now qualify for my529 funds
Whether you are pondering a career change via a specialized program, studying for a certification, or wanting to skill-up for
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More ways to use 529 funds for K-12 expenses
K-12 parents, rejoice: If you’ve ever wished you could use 529 funds for your student’s education costs besides tuition, you
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my529 – From humble beginnings to national honors
Explore the history of my529 and how it grew to serve over 600,000 accounts today. Carol Withrow can call herself
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Utilize a 529 plan for education savings — now including postsecondary credentialing expenses
Does your company foster a culture of educational attainment? Do you provide tuition assistance or student loan repayment options for
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Make Your Mark with my529
Back to school means it’s time to make your mark! Grab a pencil, brush or stylus and apply your creative
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Celebrate saving in September!
The feeling of fall is in the air with the return of cooler evenings, the sound of school bells ringing,
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Pick your my529 savings strategies
For parents with young children, thinking about higher education much beyond opening a my529 account may feel daunting. After all,
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At my529, College Savings Month means more than just college
Today’s students know that their higher education options don’t start and end with college. Depending on their interests and resources,
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Admin fee drops for my529’s Customized options
my529 recently reduced the Administrative Asset Fee for Customized Age-Based and Customized Static investment options by one basis point (0.010%).
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my529 changes name of single-fund portfolio available in Customized options
As part of my529’s fiduciary responsibility to our account owners, we closely monitor plan offerings. After a long evaluation of
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Here’s how to help your clients prepare for fall withdrawals
As families send their kids back to school, there are many ways to help your clients transition their students back
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Use our College Savings Estimator to prepare your clients for higher education expenses
It would be nice to predict the future for your clients. While we can’t offer you that, we can give
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Meet the newest member of our team
my529 is delighted to introduce Emilee Hansen, relationship manager, to our Advisor Relationship Management Team. Emilee is a University of
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College Savings Estimator takes the guesswork out of education savings
Rising student debt and fluctuating inflation can make saving for higher education feel like a guessing game. But there’s no
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Have you checked out the my529 video library?
If you’re looking for a quick and easy resource to learn more about my529, the my529 video library can provide
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Here’s how to prepare for fall withdrawals
School is out, grills are fired up, and family vacations are in full swing — it’s officially summer! But even
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Admin fee drops for my529’s Customized options
my529 recently reduced the Administrative Asset Fee for Customized Age-Based and Customized Static investment options by one basis point (0.010%).
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Have you checked out the my529 video library?
If you’re looking for a quick and easy resource to learn more about my529, the my529 video library can provide
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Speakers can present on saving for education
my529 has several knowledgeable speakers available to present to your business or organization, either in person or via webinar, about
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Review your account balance
As part of my529’s annual audit, Eide Bailly LLP would like to verify account balances at my529. If you think
