Transcription of Program Description Supplement - my529
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Program Description Supplement - 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 ..8 Change In The Enrollment Date Investment Option Allocations Table ..8 Change In Delivery Of Utah State Income Tax Form ..9 Change In Custodian Services ..9 DESCRIPTIONOn January 1, 2022, my529 increased the allowed maximum aggregate balance for a single beneficiary from $510,000 to $525, the following to replace the information on page 15 of the July 15, 2021, Program Description , Part 3, Contributions section, Basic Concepts subsection, sixth paragraph:The maximum aggregate account balance for all my529 accounts for the same beneficiary is $525,000.
February 1, 2022 2 my529 February 1, 2022, Supplement to the July 15, 2021, Program Description 2022 Contribution Amounts Eligible for Utah Tax Benefits DESCRIPTION The maximum contribution to a my529 account that qualifies for a Utah state income tax credit or deduction was raised, effective January 1, 2022. The 2022 maximum
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