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

from Teach and Retire Rich · host Daniel Otter, PhD and Scott Dauenhauer, CFP®

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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This episode was published on May 29, 2026.

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