July 2022

July 2022

Fill your shopping cart—and your 529

By signing up for Upromise, a free
program that offers cash back rewards
when shopping for everyday items, you
could restock your home and add to
your my529 account. Read more.

Early, automated, small amounts—pick your savings strategies

For parents with young children, thinking about higher ed much beyond opening a 529 account may feel daunting. After all, your focus might be on setting your kids up for success with learning letters and numbers, less so the path after high school. Why not make these formative years a time to plan for tomorrow as well as today? Consider a few strategies to optimize your savings efforts. Read more.

Calculate future scenarios with the College Savings Estimator

It would be nice to be able to predict the future. While we can’t offer you that, we can give you a tool to approximate how your my529 funds can help you meet your family’s educational goals. It’s not a crystal ball, but the free College Savings Estimator at my529.org can help lessen some of the guesswork as you plan for what’s ahead. Read more.

Someday comes quickly: Save early and often

One mom’s experience with preparing for college. “It will go fast.” Read more.

Review you account balance

As part of my529’s annual audit, Eide Bailly LLP would like to verify account balances at my529. Read more.

You asked, we answered. Questions from our account owners

my529 recently received feedback from surveys on account owner experience. We want to thank all who took the time to help us know how we can serve you better. Read more.

Scholarship opportunities available for Utah students

Two my529 college savings scholarship opportunities are available for Utah students to consider. Check out Make Your Mark and Book Your Summer. Read more.

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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.