Municipal Funds, DPPs, REITs, and Alternatives
Free FINRA SIE (Securities Industry Essentials) lesson in Understanding Products and Their Risks. 17 min read, ~2,591 words.
529 plans: owner controls account, beneficiary uses funds; tax-free growth for qualified education; \$10,000/year K-12 cap. ABLE accounts: disability onset before age 26; \$19,000 annual contribution cap (2025); preserves SSI/Medicaid eligibility. DPPs: limited-partner liability capped at investment; income, losses, and credits flow through; highly illiquid. REITs must distribute \$\geq\$ 90%...
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What this lesson covers
- Content
- Example 1
- Example 2
- Common Mistakes
- Key Takeaways
- Exam Shortcuts
Learning objectives
- B9
- B10
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