Skip to content
ApexFlow
  • Home
  • Planning Process
  • Services
    • Salt Lake City Financial Planning
    • Southern Utah Financial Planning
    • Salt Lake City Business Planning
    • Southern Utah Business Planning
    • Salt Lake City Estate Planning
    • Southern Utah Estate Planning
    • Portfolio Management
    • Executive Financial Planning
  • Resources
    • Account Types
    • Expense Management
    • Estate Planning
    • Investing
    • Retirement Planning
    • Tax
    • Monthly Market Updates
  • About Us
  • Client Access
    • Client Access
    • Forgot Password
    • Enroll
    • Help
    • Privacy & Security
    • Planning Client Portal
  • Book a 20 Minute Fit Call
  • How Our Process Works

529 plan

Using Utah’s my529 Plan as a Grandparent

October 7, 2026October 7, 2026 by Samuel Preine

Helping pay for a grandchild’s education is one of the most meaningful gifts a grandparent can give. It’s also one of the most tax-efficient. Utah’s my529 plan lets grandparents put money to work for a grandchild’s future, grow it tax-free for education and, if structured well, claim a Utah tax credit and reduce the size … Read more

Categories Account Types Tags 529 plan, grandparents, my529, Utah tax credit Leave a comment

Wealth Management

Don't Guess. Plan With Purpose.

Follow Us
Explore
  • Home
  • Services
  • About Us
Northern Utah Location
1371 E 2100 S Suite 100, Salt Lake City, UT 84105
385-606-0358
Southern Utah Location
65 W Center St. Suite B, Richfield, UT 84701
435-893-6151

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as ApexFlow Wealth Management. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. ApexFlow Wealth Management is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

© 2026 ApexFlow Wealth Management. All rights reserved.

Raymond James Legal Disclosures (including Form CRS) | Raymond James Privacy Notice | Terms of Use

BrokerCheck