Winter 2024

Winter 2024

Another Gold for us

In November, Morningstar released its annual 529 industry report naming Utah’s plan as one of only two plans nationwide to earn the Analyst Rating™ of Gold.  Read more.

Get in the saving habit

my529 aims to help you teach saving habits to the young people in your life and focus on saving at any age. Read more.

FAFSA updates

The Free Application for Federal Student Aid (FAFSA) has recently undergone changes that you should know about.  Read more.

2023 tax documents

It’s tax season, and my529 will make tax documents available to you this month to help you prepare your 2023 tax returns. Read more.

SECURE 2.0 and 529s

Effective January 2024, SECURE 2.0, a new federal law, allows funds from an established 529 account to be transferred tax-free to a Roth IRA owned by the beneficiary of the 529 account. Read more.

Investment performance

Check out the most recent performance returns on my529 investment options. Read more.