Our partner Val Ferrara, with Wilmington Trust, joins our advisor, Jessica Ballin, to discuss Collective Investment Trusts.
These are often called CITs and are not the same as Mutual Funds.
What is a CIT?
They are pooled, tax-exempt investment vehicles trusteed and administered by a bank or trust company
They comingle assets into one private investment portfolio with a specific strategy
Available for defined contribution and defined benefit plans
Excludes most 403(b), 457(b) and 457(f) plans
Not available for individual retirement accounts (IRAs)
![KTM350 EXC vs Little Chinese Bike on the BEACHES of MADAGASCAR🇲🇬[S7-E100]](https://i.ytimg.com/vi/5XOs-UOl6vw/mqdefault.jpg)
![[NOVIDADE] Canal de Podcast no Youtube | Como criar podcast no Youtube Studio](https://i.ytimg.com/vi/jlEDhylDOBI/mqdefault.jpg)
![I run into trouble in NIGERIA 🇳🇬 [S7-E64]](https://i.ytimg.com/vi/ELvq44rpieI/mqdefault.jpg)
![How To Get High Ticket SMMA Clients [STEP-BY-STEP]](https://i.ytimg.com/vi/ah8HTKWyLEs/mqdefault.jpg)
