Planning for retirement is a critical aspect of financial health. One common tool used to achieve this goal is the...
Retirement savings are a crucial part of financial planning. Among the various retirement savings plans, the 401(k) plan stands out...
When it comes to retirement planning, a 401(k) is one of the most popular and effective options available. It allows...
8753 E. Bell Road
Suite #101
Scottsdale, AZ 85260
The content, products and services offered on this website are related solely to IRS Rule 72(t) and the “Substantially Equal Periodic Payments” (SEPP) provision of the Rule that allows individuals to access their qualified funds, penalty free, prior to the age of 59 ½. They are offered for educational purposes only and should not be considered as securities or investment advice, which can only be offered after a thorough assessment of one’s financial background and suitability profile. 72(t) Professor and The Spivak Financial Group are separate entities.
Securities and advisory services offered through Centaurus Financial Inc., Member FINRA and SIPC, a Broker/Dealer and Registered Investment Advisor.
Supervisory Branch: 2300 East Katella Avenue, Suite 200, Anaheim, CA 92806. Phone: 714-456-1790
The Spivak Financial Group and Centaurus Financial, Inc. are not affiliated. This site is intended for residents of the United States of America in the following states only. AL, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MO, MT, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WV, WI, and WY.
Copyright © 2025 – The Spivak Financial Group, All Rights Reserved.
