Wealth Management Consultancy
We can help you access your IRA or old 401k before age 59 1/2 without penalties.
We can help individuals with
Improving Quality of Life
The Spivak Financial Group focuses on 72(t) SEPP income planning as our specialty.
- 35+ years of helping individuals & families
- Helping 500+ clients nationwide with 72(t) income planning
- A+ Rating with Better Business Bureau
- Operating under a fiduciary standard – our clients’ interests always come first
- Independent: No proprietary products
- Personalized solutions
- Comprehensive Wealth Management
What You Need to Know
Schedule a FREE consultation and receive exclusive access to our 72(t) SEPP Masterclass now!
Learn all you NEED TO KNOW to successfully execute this financial planning strategy to unlock your IRA & 401(k) WITHOUT penalty pre-Age 59½.
We Are Specialists. We Can Help.
Would you like a free personalized estimate of the amount of penalty-free income your 401(k), TSP, 403(b), 457 plan or IRA can generate using the IRS Rule 72(t)?
Simply provide us some basic information by clicking the button below and one of our 72(t) Specialists will contact you to provide a personalized estimate for your review.
Complimentary. No Risk. No Obligations.