Preparing for college: my529 withdrawals

With high school graduations on the horizon, it is a good time to speak with clients who have kids and grandkids approaching college age about how they can use their my529 funds for college, university or technical college.

Find calculators, forms at my529 advisor site

We updated the investment option lineup on our my529 forms and on our customized option calculators.

my529 accepts DocuSign for certain forms

my529 makes the filing of many forms easy by accepting DocuSign for electronic signature.

Learn how one advisor supports military families with their college savings plans

Christopher Flis specializes in serving senior military members and those nearing active duty retirement.

New functions available within your advisor login

my529 has added two new functions in its online access platform—related to gifting and keeping records of account balance.

Get your PIN(s) ready for upcoming 2FA launch

Coming this year, my529 will be introducing two-factor authentication (2FA) for advisors and limited power of attorney (LPOA) users.

The team visits XYPN conference

wo members of our team, Abby Martin and Katie Turner, recently attended a conference with financial advisors.

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