Utah educational savings plan 529

529 SAVINGS PLAN AMENDMENTS - Utah Legislature

Creation of Utah Educational Savings Plan -- Powers and duties of 40 plan -- Certain exemptions. 41 (1) There is created the Utah Educational Savings Plan, which may also be known and 42 [function as] do business as: 43 (a) the Utah Educational Savings Plan Trust[.]; or 44 (b) another related name. 45 (2) The plan:

May 17th,2020

529 SAVINGS PLAN AMENDMENTS - Utah Legislature

Creation of Utah Educational Savings Plan -- Powers and duties of 40 plan -- Certain exemptions. 41 (1) There is created the Utah Educational Savings Plan, which may also be known and 42 [function as] do business as: 43 (a) the Utah Educational Savings Plan Trust[.]; or 44 (b) another related name. 45 (2) The plan:

http://le.utah.gov/~2018/bills/sbillint/SB0209.pdf

May 17th,2020

R685, Utah Educational Savings Plan Trust

R685, Utah Educational Savings Plan Trust. 1. R685-1. Purpose: Under authority granted by Congress in Internal Revenue Code (IRC) Section 529, the Utah State Legislature established the Utah Educational Savings Plan (UESP) to encourage Utah families to save for the costs of higher education.

https://ushe.edu/wp-content/uploads/2013/06/pff_2009_r685.pdf

May 17th,2020

Utah - my529 - Guide to 529 Plans, Saving for College and ...

my529, formerly named Utah Educational Savings Plan (UESP), is a direct-sold 529 college savings plan available to residents of any state. my529 offers investment options consisting of Vanguard and Dimensional funds, the PIMCO Interest Income Fund and an FDIC-insured account option. Utah residents may enjoy a state

https://www.savingforcollege.com/529_plan_details/plan_summary_to_pdf.php?plan_id=52&portfolio_type=all

May 17th,2020

Date Received by my529 Form 300 User Initials Withdrawal ...

Utah account owners: For Utah state income tax purposes, rollovers from a my529 account to another state’s 529 plan or to an ABLE account are subject to recapture of previously claimed Utah state income tax benefits. Fill in the information below about the other 529 plan or the ABLE account.

https://my529.org/wp-content/uploads/2016/12/300.pdf

May 17th,2020

Updated March 2, Preventing State Tax Subsidies for ...

Utah’s 529 educational savings plan website now clearly states: “Qualified higher education expenses” include “eligible K-12 tuition expenses at pub-lic, private, or religious schools.” Recommendations

https://itep.org/wp-content/uploads/tcja529brief218.pdf