my529 earns Morningstar Gold for 2020

Utah’s my529 has earned Morningstar’s top rating for 10 years straight, a consecutive run longer than any other plan in the 529 industry.

Interview with an advisor

my529 spoke with advisor Ryan Caldwell about how he uses 529 plans in his practice. Caldwell, a CFP®, is the CEO and Wealth Advisor at Wacker Wealth Partners in San Luis Obispo, California.

Enhancements for your clients’ account owner portal

An enhanced account management experience is now available to your clients at my529.org.

Supercharge a 529 college account by ‘superfunding’ it

By employing the superfund strategy, your clients can put six years of contributions into their accounts in just a few months—without triggering gift taxes.

Additional forms now accepted via DocuSign

my529 has increased the number of forms that can be completed with a DocuSign electronic signature.

my529 reduces costs for account owners

Two Vanguard funds used in my529 investment options qualify for a new share class, and that means reduced costs for most account owners.

Read our fall newsletter

Check out my529’s quarterly newsletter.

 

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