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my529

my529

  • 60 South 400 West
  • Salt Lake City, UT 84101
  • (800) 418-2551
Overview

my529, Utah’s official nonprofit 529 plan, has been helping families nationwide invest for higher education for more than 20 years.

Earnings on investments in a my529 account grow tax-deferred and withdrawals are tax-free if used for qualified higher education expenses like tuition, fees, books, supplies, and computers.

Account owners can select from among 14 my529 investment options that feature underlying investments from Vanguard, Dimensional, PIMCO, and FDIC-insured accounts.

Funds can be used at schools nationwide or abroad that accept federal financial aid, not just schools in Utah. You can also use my529 funds for K-12 tuition expenses of up to $10,000 per beneficiary per year (from all 529 accounts).

­Opening an account takes less than 10 minutes at my529.org.

Formerly named the Utah Educational Savings Plan, my529 is a Section 529 plan authorized by Congress and created by the Utah Legislature.

Learn more at my529.org.

Important Legal Notice

Investing is an important decision. 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.

Investments in my529 are not insured or guaranteed by my529, the Utah State Board of Regents, the Utah Higher Education Assistance Authority or any other state or federal agency. Your investment could lose value. However, Federal Deposit Insurance Corporation (FDIC) insurance is provided for the FDIC-insured accounts. Please read the Program Description to learn about the FDIC-insured accounts.

The state in which you or your beneficiary pays taxes or lives 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.

my529 does not provide legal, financial, investment, or tax advice, and the information provided in this document does not contain legal, financial, investment, or tax 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.

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Hours
Mon - Fri : 8:00 am - 5:00 pm
Call Center hours are M-F, 7:00 am-6:00 pm.