Utah 529 plans

Utah offers a direct sold 529 plan with state tax savings of 5% tax credit on contributions of up to $2,040 single / $4,080 joint beneficiary if assets are invested in the home state 529 plan, along with federal tax benefits. The plan offers a diverse mix of both static and dynamic investments.

Utah state picture
my529 plan logo

my529

my529 is direct sold 529 plan with investments options from Vanguard. It is currently rated gold by Morningstar. Utah offers state tax benefits for residents.

Low fees
MorningstarGold morningstar rating

Tax savings

Resident
Non-resident

Overall score

Resident83%
Non-resident74%