Winter 2025

Winter 2025

  • A look back at my529’s 2024

    A look back at my529’s 2024

    my529 Standard – Winter 2025 my529’s 2024 recap my529 receives top industry honors Changes ahead for Customized underlying fund my529’s College Savings Estimator can help demystify planning for college expenses 2024 tax documents coming soon to an inbox near you my529 investment option performance

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  • my529 receives top industry honors

    my529 receives top industry honors

    my529’s mission is to help families put aside funds for future qualified education expenses. So, it’s with pride that we announce that my529 is again one of the nation’s top 529 plans, named in October by Morningstar as one of five plans to receive the Analyst Rating™ of Gold for 2024. my529 has earned Morningstar’s…

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  • Changes ahead for Customized underlying fund

    Changes ahead for Customized underlying fund

    Coming in March, my529 will no longer offer the my529 International Valuesingle-fund portfolio in the Customized investment options. The my529 portfolio corresponds to the Vanguard underlying fund listed next to it in the table below. my529 single-fund portfolio Corresponding Vanguard underlying investment my529 International Value portfolio (UTVJX) Vanguard International Value Fund (VTRIX) Assets will be…

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  • my529’s College Savings Estimator can help demystify planning for college expenses

    my529’s College Savings Estimator can help demystify planning for college expenses

    The my529 College Savings Estimator can help you see projected costs among various higher education options. These choices can have decades of effect on future economic prospects, social connections, health outcomes and career path opportunities. After evaluating, you may be interested in increasing your contributions or making one of your two 529 account investment changes…

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  • 2024 tax documents coming soon to an inbox near you

    2024 tax documents coming soon to an inbox near you

    As tax season approaches, we want to remind you that your my529 tax documents will arrive by January 31, 2025. If you are still receiving paper documents, please keep an eye on your mailbox in the coming weeks. For our paperless account holders, you can conveniently access your tax documents online. Simply log in to…

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Check out my529 investment option performance

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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.

Utah Educational Savings Plan®

UESP®

Utah Educational Savings Plan® and UESP® are registered service marks.