This could be the most important episode I've done for KBOR employees. Albeit a little convoluted, but very important and advantageous nonetheless. Did you know that distributions from your KBOR retirement plan are state tax free? Maybe you did....but I bet you haven't heard of the strategy that my firm's implemented to maximize investment choices outside KBOR's retirement plan and still take advantage of the state tax exemption at retirement. It's such a little used strategy that I've never seen anyone use it outside my firm since I've been helping KBOR employees, and that goes back to 2001. This episode will teach you the logistics of implementing this strategy. Remember, I'm here to teach and inform you on various topics regarding the KBOR retirement plan that you just won't get anywhere else. If you find yourself in the weeds during this episode, please feel free to contact me at [email protected]

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