CITs for Thee But Not For Me? (#428)

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CITs for Thee But Not For Me? (#428)

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Dan and Scott discuss the American Center for Law and Justice (ACLJ) letter to the SEC regarding collective investment trusts (CITs) in 403(b) plans. They also discuss Vanguard's position.

Advice Only Network
457bwiser.org
Learned by Being Burned (short pod series about K-12 403(b) issues)
403bwise.org
Meridian Wealth Management
403bwise & 457bwiser Facebook Group

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

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