Regents’ Scholarship: Meet with a scholarship representative; learn how to qualify for the UESP supplemental award
NEW: Meet with a Regents’ Scholarship representative If you are in grades nine through eleven, you can sign up for a meeting with a Regents’ Scholarship representative. They will help you understand the requirements of the Regents’ Scholarship and review the course work you have already completed to make sure you are on-track to completing the requirements. The… Continue Reading Regents’ Scholarship: Meet with a scholarship representative; learn how to qualify for the UESP supplemental award
Report: More U.S. families choosing 529 plans to save for college
A new College Savings Plans Network (CSPN) report shows 2014 was another good year for the Utah Educational Savings Plan (UESP) and the nation’s other 529 college savings programs as total assets under management, number of accounts, and average account balance reached new record highs. Statistics CSPN released earlier this month underscore the continuing appeal… Continue Reading Report: More U.S. families choosing 529 plans to save for college
2015 Legislative Update – Week 5
2015-2016 Budget With revised revenue projections announced last week, significant budget decisions continue to loom before a final budget takes shape, including Medicaid expansion and possible gas tax revisions. There is still a lot of work to be done on the budget as well as several bills that continue their march through the legislative process.… Continue Reading 2015 Legislative Update – Week 5
Key legislation before US Congress to strengthen 529 plans
This past month both the US Senate and House of Representatives introduced legislation to make enhancements to 529 College Savings Plans. These tax-free plans are used by millions of families to save for their children’s future higher education expenses. These plans have proven to help limit or eliminate future student loan debt, while aiding to… Continue Reading Key legislation before US Congress to strengthen 529 plans
Utah Educational Savings Plan exceeds $8 billion in assets
Rapid growth in assets under management leads to cost efficiencies that benefit account owners investing for college. The Utah Educational Savings Plan (UESP) announced today it has surpassed $8 billion in assets under its management in more than 277,000 accounts, a milestone underscoring the value that investors find in Utah’s low-cost, fast-growing 529 college savings… Continue Reading Utah Educational Savings Plan exceeds $8 billion in assets
Consider sending your state income tax refund directly to your UESP account
Want to pocket more money for college? While preparing your 2014 Utah state income tax returns, consider sending your state income tax refund directly to your Utah Educational Savings Plan (UESP) account. Your refund will be applied equally among accounts owned by you and, if you file taxes jointly, your spouse. On the last page… Continue Reading Consider sending your state income tax refund directly to your UESP account
New UESP features for 2015 add flexibility
Account owners benefit from higher Utah state income tax benefit, now may change account investment option twice per year for the same beneficiary. The Utah Educational Savings Plan (UESP), Utah’s official and only 529 college savings plan, announced program improvements that benefit Utahns whose New Year’s resolutions include investing more for college in 2015. Starting this year, Utah… Continue Reading New UESP features for 2015 add flexibility
Utah Educational Savings Plan Contributions Due By December 31
Utah taxpayers enjoy a number of tax benefits by saving for future higher education expenses with the Utah Educational Savings Plan (UESP), Utah’s official nonprofit college savings plan. Utah taxpayer account owners can claim a 5 percent Utah state income tax credit for 2014 on UESP account contributions up to $1,860 (a maximum tax credit of… Continue Reading Utah Educational Savings Plan Contributions Due By December 31
UESP Gift Program: This holiday season, give the gift of education
The Utah Educational Savings Plan (UESP), Utah’s official nonprofit college savings plan, launched a new Gift Program, just in time for the holidays. The UESP Gift Program makes it easy for family and friends to contribute to a child’s future qualified higher education expenses. When UESP account owners enroll in the Gift Program under Account… Continue Reading UESP Gift Program: This holiday season, give the gift of education
UESP receives gold rating from Morningstar for fourth consecutive year
The Utah Educational Savings Plan (UESP), Utah’s official 529 college savings program, received the highest industry stamp of approval from Morningstar, Inc., a leading provider of independent investment research, for the fourth consecutive year. Of 64 plans Morningstar analyzed, UESP was one of only four to receive a Morningstar Analyst Rating™ of Gold in 2014.… Continue Reading UESP receives gold rating from Morningstar for fourth consecutive year