Transcription of Book 1 TOC 061421 - my529
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Book 1 TOC 061421 - my529
February 1, 2022my5291 Program Description SupplementFebruary 1, 2022, Supplement to the July 15, 2021, Program DescriptionRead this Supplement in conjunction with the July 15, 2021, my529 Program Description. Please read all documents carefully and keep them for future in Maximum Aggregate Account BalanceThis Supplement contains new information about: Change in Maximum Aggregate Account Balance ..12022 Contribution Amounts Eligible for Utah Tax Benefits ..2 Change in Year-End Tax Deadlines ..3 Change in the Federal Gift Tax Exclusion ..4 Change in the my529 Administrative Asset Fee ..5 Asset Fee Structure Table ..6 Approximate Cost of a $10,000 Investment Table ..7 Change In The Investment Management Fee For The Pimco Interest Income Fund ..8 Change In The Share Class For The Vanguard Total Bond Market Index Fund.
An investment option in which the mix of underlying investments changes as the benefi ciary reaches certain birthday milestones. Asset Allocation The process of apportioning underlying investments to correspond to a specifi c investment option. Asset-Based Fee A fee assessed daily against the total funds in an account.
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