Utah My529 Plan

Planning for your child's higher education expenses is a significant financial commitment. At Alpine Investment Services, we specialize in guiding Utah families through the benefits and strategies of the my529 Plan, Utah's premier 529 college savings plan. 

The my529 Plan is Utah's state-sponsored 529 college savings plan, designed to help families save for future educational expenses. It offers tax advantages and flexible investment options to accommodate various savings goals. 

• Tax Advantages: Contributions grow tax-deferred, and withdrawals for qualified educational expenses are tax-free, providing federal and state tax benefits.

• Flexible Investment Options: Choose from a variety of investment portfolios, including age-based options that automatically adjust as your child approaches college age.

• Low Fees: The my529 Plan is recognized for its low-cost structure, ensuring more of your money goes toward your investment growth.

• High Ratings: Consistently ranked among the top 529 plans nationwide, the my529 Plan is noted for its strong performance and user-friendly features.

• Personalized Planning: We assess your financial situation and educational goals to recommend the most suitable my529 investment strategies.

• Tax Optimization: Our expertise ensures you maximize the tax benefits associated with the my529 Plan, enhancing your savings potential.

• Ongoing Support: We provide continuous monitoring and adjustments to your my529 account, aligning with changes in your financial landscape and educational objectives.