Investing for education

Greetings from my529, Utah’s educational savings plan. Our plan provides a path for students to realize their educational goals.

  • 25 years helping families
  • Go to school almost anywhere
  • Why a 529 plan?
  • Why my529?

my529 is Utah’s official and only 529 educational savings plan. For over 25 years, we have helped students and their families work toward their future education and career goals. We offer financial advisors the ability to access and manage their clients’ 529 accounts.

A future mapped, a plan to get there

Utah has an array of options for education—including state schools, private universities, community colleges, and trade and technical schools.

With education costs on the rise, saving early and often can help pay for college.

Why a 529 plan?

There are many vehicles to save for education, but did you know saving in a 529 account provides added benefits? Investments grow tax-free and the funds are free of federal and Utah state income taxes when withdrawn for qualified education expenses.

Plus, the funds can be used at any educational institution that is eligible to participate in a federal student aid program.

Why my529?

my529 helps families create a quality investment vehicle for educational expenses.

What Utah’s plan offers:

Low fees. As a direct-sold plan with no commissions, my529 is one of the most affordable 529 plans in the country.

Nationally ranked. Consistent winner of Morningstar’s top honor for 529 plans.

Investment options. An array to choose from, including two Customized options. Learn more.

Support for financial advisors. Digital processes, advisor-friendly tools, access to clients’ accounts and a dedicated my529 support team.

my529 is here to work with you to help your clients save for future educational expenses.

We invite you to contact us to learn more about adding my529 to your financial planning portfolio.