529 Savings Plans

Steve Lear |

In honor of National 529 College Savings Plan Day on May 29, we are sharing the benefits of 529 savings plans including what they can be used for, tax benefits, who can open and contribute to 529 savings plans, and which 529 savings plan we recommend.

 

 

Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and the needs of the client. Other state 529 plans may offer tax incentives not available in the Utah My529 plan, depending on the state of residence. Please check with your advisor to determine which college savings plan is best suited for your individual situation.