college planning center

College planning center

Prepare for college with the College Savings Estimator

Planning for your child’s higher education, but not sure where to start?

Invite Education & my529

my529 partnered with Invite Education to provide to provide a financial calculator to help you plan for the cost of education.

Plug in your basic information: location, beneficiary’s grade, current savings and monthly contribution. Then, select the college or average cost to determine your savings goal. You can explore multiple future possibilities by changing the variables.

College Savings Estimator
college planning center

Want more information?

my529 account owners can set up a profile with Invite Education for free to access College Planning Center resources. Sign up here.

Not a my529 account owner? Open a my529 account—they’re free to open, require no minimum balance or contribution, and it just takes a few minutes to enroll after you read the Program Description.

Family Financial Center

Use the Family Financial Center resources to plan for the cost of college. You can customize the calculator tool for your beneficiaries. Identify schools they are interested in and project possible financial scenarios, including the expected family contribution (EFC). It’s a great way to view your goals.

Student Aid Information

If you’re wondering about federal student aid requirements—and if the EFC could affect possible aid—you can find that here, too. Families can apply for the FAFSA and gather more information about different kinds of aid available.

Test Prep

Access online test preparation resources for entrance exams like the PSAT, SAT, and ACT. You can even order test preparation books and receive 10 percent off from the Invite Education Bookstore.

Search Tools

Discover scholarships, vocational schools, colleges, and universities via Invite Education’s search engine.

Discover scholarships, vocational schools, colleges, and universities via Invite Education’s search engine. Access Invite Education tools anytime, anywhere, on any device.

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Related Topics

who can participate

Who Can Participate?

my529 low fees

my529’s Low Fees

tax advantages

Tax Advantages

qualified expenses

Qualified Expenses

investing small amounts

Investing Small Amounts

  • Contact Us
  • Phone: 800.418.2551
  • Fax: 800.214.2956
  • Email: info@my529.org

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Please Read. This Is Important.

Do not invest with my529 until you read the Program Description.

Read our Legal Notice & Disclaimer. If you are going to invest your money in a my529 account, we encourage you to learn how our college savings plan works. The Program Description explains the investment options, rules on contributions and withdrawals, tax benefits, fees, and risks. Your investment could lose value. Except for the FDIC-insured option, my529 investments aren’t guaranteed.

Important Legal Notice

Investing is an important decision. The investments in your account may vary with market conditions and could lose value. Carefully read the Program Description in its entirety for more information and consider all investment objectives, risks, charges and expenses before investing. For a copy of the Program Description, call 800.418.2551 or visit my529.org.

Account Value. Investments in my529 are not insured or guaranteed by my529, the Utah Board of Higher Education, the Utah Higher Education Assistance Authority Board of Directors, any other state or federal agency, or any third party. However, Federal Deposit Insurance Corporation (FDIC) insurance is provided for the FDIC-Insured investment option. In addition, my529 offers investment options that are partially insured for the portion of the respective investment option that that includes FDIC-insured accounts as an underlying investments. Units in my529 have not been registered with the United States Securities and Exchange Commission or with any state securities commission.

FDIC insurance is subject to limits set by federal law. Click here for more information about FDIC Insurance.

Non-Utah Taxpayers and Residents. The state in which you or your beneficiary pay taxes or live may offer a 529 plan that provides state tax or other benefits, such as financial aid, scholarship funds, and protection from creditors, not otherwise available to you by investing in my529. You should consider such benefits, if any, before investing in my529.

Consult an advisor. my529 does not provide legal, financial, investment, or tax advice, and the information provided on this website does not contain advice and cannot be construed as such or relied upon for those purposes. You should consult your own tax or legal advisor to determine the effect of federal and state tax laws on your particular situation.

Morningstar rating. A Morningstar Analyst Rating for a 529 college savings plan is not a credit or risk rating. Analyst ratings are subjective in nature and should not be used as the sole basis for investment decisions. Morningstar does not represent its analyst ratings to be guarantees. Please visit Morningstar.com for more information about the analyst ratings, as well as other Morningstar ratings and fund rankings.