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Utah 529

Utah residents may enjoy a state tax credit for contributions to the plan. As a fee only advisor, GFM manages 529 plans for a fee which is either separately invoiced, or charged to another managed account, for example an Interactive Brokers taxable or IRA account. Please contact us if you have questions about 529 plans or would like instructions or a code to help set up your Utah 529 plan. Regarding the “upgrade” to the Utah 529 website, I am also not a fan. I haven’t found a way to see even the current balance in individual fund holdings if they’re in the same asset allocation class, i.e. Emerging Markets and Total Int’l are just lumped into one total “International Stock” balance in the pie chart they display.

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Rated Gold by investment research firm Morningstar, Invest529 has frequently been awarded top honors among 529 programs. my529 is Utah’s official 529 educational savings plan. my529 has been helping families across the United States invest for higher education for more than 20 years. my529 funds may be used for qualified higher education expenses, which also include K-12 tuition expenses, qualified education loan repayments and registered apprenticeships. Utah 529 Plan. Utah 529 plan (college savings) utilizes the Utah State Treasurer’s fixed-income fund, Vanguard and Dimensional mutual funds in 4 different age-based options and 8 static portfolio options. The plan also offers the option of creating a customized age-based and/or static portfolio.
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Please contact us if you have questions about 529 plans or would like instructions or a code to help set up your Utah 529 plan. Regarding the “upgrade” to the Utah 529 website, I am also not a fan. I haven’t found a way to see even the current balance in individual fund holdings if they’re in the same asset allocation class, i.e. Emerging Markets and Total Int’l are just lumped into one total “International Stock” balance in the pie chart they display.
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170 likes · 7 talking about this · 22 were here. With our knowledge and commitment to providing only the most timely information, we are your go-to source for real Chalkin’ Sweet, Saratoga Springs, Utah. 921 likes · 4 were here.