Fall 2025

Fall 2025

  • Qualified education expenses expand with recent legislation

    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 119th Congress and signed into law on July 4, 2025, and included provisions that impact 529 plans. K-12 expenses H.R. 1 expanded the definition of qualified education expenses for K-12 education to include books, materials,…

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  • Fall is the most popular season for birthdays. Looking for a gift idea?

    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 beautiful shift in seasons but also a spike in birth rates. September is known for having one of the highest birth rates of the year. In fact, out of the top 10 most common birth…

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  • How can ‘extra’ 529 funds be used?

    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 the student is enrolled at least half time), books, computers, internet access, registered apprenticeships, and even K-12 tuition (up to certain limits). What if your student graduates with some money left over? No problem! You…

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  • 2025 Utah state tax benefits details

    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 per qualified beneficiary for contributions to their my529 account. (The Utah tax credit received is equal to your contribution amount, up to a certain limit, multiplied by 0.045.) See table below for specific information. Tax…

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  • Additional notices and info

    Additional notices and info

    For more information about FAFSA, see our dedicated FAFSA info and FAQ page. my529 Standard – Fall 2025 Qualified education expenses expand with recent legislation Fall is the most popular season for birthdays — looking for a gift idea? How can ‘extra’ 529 funds be used? 2025 Utah state tax benefits information Additional notices and…

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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 includes FDIC-insured accounts as an underlying investment. 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.

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