Teach and Retire Rich

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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Teach and Retire RichBy Daniel Otter

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