Winter 2026

Winter 2026

  • Take a look back at my529’s 2025!

    Take a look back at my529’s 2025!

    Click to view a screen-reader-accessible version of this graphic. my529 Standard – Winter 2026 Take a look back at my529’s 2025! my529 strikes Gold in 2025 Cutting costs amidst rising tuition Fee reduced for Customized investment options 2025 tax documents landing in an inbox near you

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  • my529 strikes Gold in 2025

    my529 strikes Gold in 2025

    my529 has once again been named one of the best 529 plans in the country, earning top honors from Morningstar for the 15th consecutive year — a distinction no other 529 plan can claim. In Morningstar’s annual report, released November 10, 2025, Utah’s educational savings plan was named one of five plans nationwide to receive…

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  • Cutting costs amidst rising tuition

    Cutting costs amidst rising tuition

    Higher education benefits can extend beyond monetary earnings — but they also require significant investments of time and money. Here in Utah, tuition is far less than the national average; however, we experience higher room and board, so costs can still add up quickly. You already know the importance of applying for scholarships and that…

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  • Fee reduced for Customized investment options

    Fee reduced for Customized investment options

    my529 decreased the Administrative Asset Fee for Customized Age-Based and Customized Static investment options by two basis points (0.02%). Effective January 1, 2026, the fee reduction, from 0.110% to 0.090% (or $0.90 per $1,000 invested annually), will benefit around 19% of my529 accounts. Based on current estimates, cumulative savings in the coming year for account…

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  • 2025 tax documents landing in an inbox near you

    2025 tax documents landing in an inbox near you

    Federal Income Tax Return  If you withdrew funds or rolled over money from your 529 account in 2025, you will receive IRS Form 1099-Q by January 31, 2026 in your mailbox or in your inbox if you have opted in to our paperless program. This form summarizes total withdrawals without differentiating between qualified and nonqualified…

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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.