1 The availability of tax or other benefits may be conditioned on meeting certain requirements such as residency, purpose for or timing of distributions, or other factors.
2 If you have received state tax benefits and roll over to another state’s plan, there may be state tax consequences.
Pursuant to IRS Circular 230, MetLife is providing you with the following notification: The information contained in this website is not intended to (and cannot) be used by anyone to avoid IRS penalties. This website supports the promotion and marketing of 529 plans. You should seek advice based on your particular circumstances from an independent tax advisor.
Neither MetLife nor its representatives or agents are permitted to give legal or tax advice. Any discussion of legal or tax issues is for general informational purposes only and does not purport to either be complete or cover every situation. Current tax law is subject to interpretation and legislative change. Tax results vary depending on facts and circumstances. You should consult with and rely on your own legal and tax advisors.
Municipal fund securities are sold by offering statement only, which is available from your registered representative. Please carefully consider investment objectives, risks, charges, and expenses before investing. For this and other information about municipal fund securities, please obtain an offering statement and read it carefully before you invest. Investment return and principal value will fluctuate with changes in market conditions such that shares may be worth more or less than original cost when redeemed. Diversification cannot eliminate the risk of investment losses and past performance is not a guarantee of future results.