Welcome FPA National attendees!

Welcome! We are honored to be sponsoring the FPA’s 2025 National Conference, and are excited to share information to help your clients save for qualified education expenses.

Find out more at our Financial Advisors page.

If you’re interested in an introductory meeting, set one up today with our Professional Services Team:

A special offer for FPA conference attendees

If your client opens a my529 account for a beneficiary new to my529 between November 3, 2025, and December 5, 2025, and contributes at least $20 at opening, we’ll add a $20 match. Just use the promo code FPA2025 as shown below.

How to get the match

  1. Open a my529 account between November 3, 2025, and December 5, 2025.
  2. Enter promotional code FPA2025 on step four of the account-opening process, where you review your information.
  3. Contribute at least $20.
  4. my529 will deposit $20 into your new account.

To qualify, the beneficiary must be new to my529.

Type in the code in the promotion section when opening a new account.

What is a 529 plan?

529 plans are sponsored by states and educational institutions, and are authorized by Section 529 of the Internal Revenue Code.

Watch this basic primer on saving for college with a 529 plan.

Benefits of my529

529 plans provide important advantages.

  • Earnings aren’t subject to federal or state tax when used for qualified education expenses, including qualified higher education expenses; K-12 expenses; student loan repayments; registered apprenticeship expenses; and qualified postsecondary certifications.

  • Qualified higher education costs include:
    • Tuition and mandatory fees.
    • Computers, peripheral equipment, educational software, and internet access.
    • Room and board for students enrolled at least half-time.
    • Books, supplies, and required equipment.
  • Low fees. my529 has some of the lowest fees in the 529 industry.
  • Not just for Utah. my529 funds can be used nationwide at any college, university, or trade or technical school that is eligible for federal financial aid.

Other resources

College Savings Estimator. Planning for your child’s higher education, but not sure where to start? my529 works with Invite Education to provide a free financial calculator to help you plan.

Contests and scholarships. Utah students can enter one of our annual contests for a chance to win a $2,000 college savings scholarship account.

Related Topics

who can participate

Who Can Participate?

my529 low fees

my529’s Low Fees

tax advantages

Tax Advantages

qualified expenses

Qualified Education Expenses

college planning center

College Savings Estimator

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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.

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.