Skip to content
72(t) Professor Logo
Menu
  • What is 72(t) SEPP?
  • What You Need to Know
    • 72(t) Articles
  • Who We Are
    • Meet Our Founder
  • What You Can Expect
  • FAQ
  • Videos
  • Have a Question
  • SPEAK WITH A SPECIALIST

Have a Question?

 Speak With
A Specialist
844-776-3728

Category: Borrowing from 401(k)

Borrowing from 401(k)

Can I Borrow from My 401(k) Without Penalty?

When it comes to retirement planning, a 401(k) is one of the most popular and effective options available. It allows you to save for retirement in a tax-advantaged way, and …

72(t) Professor

72(t) Professor

Powered by the Spivak Financial Group
Spivak Financial Group logo

Spivak Financial Group

8753 E. Bell Road
Suite #101
Scottsdale, AZ 85260

Toll Free: (844) 776-3728
Phone: (480) 556-9931
E-mail: Let’s Talk

Legal

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:

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.

Compliance Disclosures Privacy Statement

 

Brocker Check
BBB

Copyright © 2023 – The Spivak Financial Group, All Rights Reserved.