We offer 72(t) Rule & SEPP Advice
Welcome to 72(t) Professor, powered by The Spivak Financial Group. With over 500+ clients nationwide and 35+ years of experience, we specialize in 72(t) penalty-free income planning. We are a boutique, full-service independent wealth management firm operating under a fiduciary standard with no proprietary products or solutions. We help you choose the right investment option(s) and customize a plan of action to help you achieve your wealth management goals and objectives.
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
Don’t try to set up a 72(t) until you watch this…
We are 72(t) Specialists
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
We offer a personalized estimate.
Would you like a personalized income estimate of what your 401(k), TSP, 403(b), 457 plan or IRA can generate penalty-free using IRS Rule 72(t)?
Complimentary.
No Risk.
No Obligation.
