An investor could lose all or a substantial amount of his/her investment. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.ĢAlternative Investments are speculative and include a high degree of risk. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. 1Investors should consider many factors before deciding which 529 plan is appropriate.
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