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Type: Direct – this 529 plan can be purchased directly from the state.
Fund Family: The Vanguard Group®, US Bank, Sallie Mae Bank, Dimensional Fund Advisors and the Public Treasurers’ Investment Fund
Minimums: Minimum initial and subsequent contributions are not applicable.
Maximum Contributions: Currently, you can contribute until your balance reaches $430,000 in your Utah 529 plan. Of course, your total amount in the plan can be higher as your investments grow. 529 plans typically increase the contribution limit over time, so you may be able to contribute more.
Tax Benefits: Good news for Utah residents – by investing in your state’s 529 plan, single filers can get a 5% credit of contributions up to $1,920 and 5% of $3,840 for joint filers per beneficiary. You also get federal income tax benefits as you do not pay income tax on your earnings. Out-of-state participants still get the federal tax benefits.
Residency: Utah Educational Savings Plan is open to all United States residents, not just those in Utah.
You can learn more about Utah’s 529 plan at the official website.
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