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For 14 years running, my529 has been named one of the country’s top 529 educational savings plans by Morningstar, a leading industry analyst. my529 is one of only five 529 plans nationwide to earn the Morningstar Analyst Rating™ of Gold for 2024.
While you are becoming acquainted with the many available outdoor activities like skiing, hiking and mountain biking that living in Utah affords you, make sure to check out my529, Utah’s nationally rated 529 educational savings plan.
Find the most recent, and historical, investment return information for the my529's investment options.
Submit completed forms. Online at my529.org (Note: Not all transactions can be performed online). By mail to my529, PO Box 145100, Salt Lake City, UT 84114-5100. Hand-delivery or by overnight delivery to: my529. Utah Board of Higher Education Building, Gateway 2.
Allocation tables for my529 investment options. For a side-by-side comparison of our options, please review the underlying fund allocations for all of my529’s Enrollment Date portfolios and Static investment options.
Log in to your account to set up electronic contributions from your bank or credit union. Alternatively, submit a One-Time or Recurring Electronic Contributions Authorization/Change form (Form 200) by mail.
Spend a couple of minutes learning about my529, Utah’s official 529 college savings plan. Watch this basic primer on saving for college with a 529 plan.
A 529 plan is a tax-advantaged savings plan designed to encourage saving for a beneficiary’s future qualified education expenses, including K-12 tuition expenses. Find the benefits of my529 > Is my529 a 529 plan?
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.
Funds from an established 529 account can be transferred tax-free to a Roth IRA for the beneficiary of the 529 account, with certain restrictions. Now, unused educational funds have the potential to kickstart a beneficiary’s Roth IRA savings.