Do You Want or Need to Access Your Retirement Funds Before Age 59½?
Learn how to access your retirement funds penalty-free using a 72(t) Series of Equal Periodic Payments (SEPP)
Serving clients nationwide. A quick phone call will help you determine if this is right for you.
During our 15 minute call we will cover
- The cost of choosing the wrong calculation method
- How to structure your payments for penalty-free income
- What to expect from your financial advisor
- Common 72(t) pitfalls to know about
IRS Rule 72(t) SEPP Can Help Individuals With
Improving Quality of Life
The Spivak Financial Group focuses on 72(t) SEPP income planning as our specialty.
- 30+ 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
This is not a DIY project. We handle the process from A-Z. We make it simple to work with the experienced 72(t) Professor Team, powered by The Spivak Financial Group.
Schedule a Complimentary Consultation
See if this approach is right for you. If so, we prepare a custom analysis for you.
Establish an IRA with a 72(t)-friendly custodian. We certify the calculation. We manage your account. We handle all of the paperwork.
Start receiving your 72(t) Series of Equal Periodic Payments. We keep you off the IRS’ mailing list.
A quick phone call will help you determine if this is right for you