MY529

my529-logo

my529 is an educational savings plan that designs to assist families and individuals in investing for a child's future higher education.

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MY529

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Industry:
Advice Education Financial Services Non Profit

Address:
Salt Lake City, Utah, United States

Country:
United States

Website Url:
http://www.advisor.my529.org

Total Employee:
51+

Status:
Active

Contact:
800-418-2551

Email Addresses:
[email protected]

Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API Apple Mobile Web Clips Icon Google Tag Manager WordPress Domain Not Resolving Apache


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Official Site Inspections

http://www.advisor.my529.org

  • Host name: advisor.my529.org
  • IP address: 204.113.77.108
  • Location: Willard United States
  • Latitude: 41.3991
  • Longitude: -112.0264
  • Metro Code: 770
  • Timezone: America/Denver
  • Postal: 84340

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More informations about "my529"

my529 Financial Advisor

My529 is a financial advisor platform that offers tax-advantaged savings plans for higher education expenses.See details»

Advisor tools - my529

My529 has many ways to assist you in guiding your clients toward their goal of saving for qualified higher education expenses, including K-12 tuition expenses. Key features: Open accounts …See details»

Get started - my529

Register your firm by submitting an Entity Limited Power of Attorney Registration form (For m 70 0). my529 has streamlined the methods to set up your client accounts. You can onboard multiple clients at the same time online through …See details»

Click here to bookmark your login page - my529

Visit my529.org or advisor.my529.org and click on the Login button on the upper right-hand corner of the screen. 2. Scroll down to the Log in As Financial Advisor link. Click on the link. 3. The link will bring you to the advisor login page to …See details»

Frequently Asked Questions about my529, an Educational Savings …

2. What is my529? my529 is the official 529 plan established and sponsored by the State of Utah. It is a direct-sold plan, which means you can set up an account and make contributions by …See details»

Frequently Asked Questions about my529, an Educational Savings …

2. What is my529? my529 is the official 529 plan established and sponsored by the State of Utah. It is a direct-sold plan, which means you can set up an account and make contributions by …See details»

Account Access - Getting Started | my529

Consult an advisor. 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 …See details»

The Best 529 Plans of 2023 | Morningstar

Nov 2, 2023 · Using a 529 college savings plan when saving for future education expenses can be an attractive option, as investments in the plan grow tax-free. You can learn more about 529 college savings...See details»

Account Access | my529

Members of your household have previously met with your case manager, coach, ally, and/or mentor to set educational, financial, and self-sufficiency goals.See details»

Gifting solution to help fund education | J.P. Morgan

Oct 31, 2023 · With over $20 billion in assets under management, my529 is the third–largest, direct-to-consumer 529 plan in the nation and has helped families across the country invest for …See details»

For Financial Advisors - my529

My529 offers multiple principal preservation products, including the PIMCO (Pacific Investment Management Company) Interest Income Fund and our FDIC-Insured accounts. […] In 1999, …See details»

A Guide to Finding the Best 529 College Savings Plan

Nov 5, 2024 · Learn how 529 plans can help pay for educational expenses. A 529 college savings plan can be a powerful tool when saving for future education expenses because investments …See details»

Home - my529

My529 can help everyone save, even if you’re not a Utah resident. For 14 years running, my529 has been named one of the country’s top 529 educational savings plans by Morningstar, a …See details»

Morningstar 529 Ratings: The Top Plans and What They Offer

Nov 2, 2022 · Using a 529 college savings plan when saving for future education expenses can be an attractive option, as investments in the plan grow tax-free. You can learn more about …See details»

10 Best 529 Plans to Save for College 2024: Reviews & Comparisons

1 day ago · Make sure to thoroughly compare the top-rated 529 plan reviews and the best-performing 529 plans to find the right education savings account for you. Here are reviews of …See details»

Utah’s 529 plan. What happened when I wasn’t looking?

It’s been a few years since I opened 529 accounts for our kids. We are in a state where there is no in state tax advantage, so at the time I opened the accounts I choose Utah’s plan. At the …See details»

New features from my529 (FAN Winter 2022) - my529

Three new advisor-friendly features are available to help you better serve your clients—print capability, two-factor authentication and a new website. Print capability. You can now print …See details»

Underlying Investments - my529

Underlying investments in my529 accounts are managed by: Vanguard Group. Dimensional Fund Advisors. Pacific Investment Management Company (PIMCO). Or are held in trust by my529 …See details»

Investment Options - my529

Oct 31, 2024 · my529 offers an array of investment options. Each option uses a different investment strategy. Choose the option that works best for you. The Target Enrollment Date …See details»

New features from my529

Three new advisor-friendly features are available to help you better serve your clients—print capability, two-factor authentication and a new website. Print capability. You can now print …See details»

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