72(t) Articles

Why work with the 72(t) Professor

Stuart Spivak, the 72(t) Professor,  is a well-known expert in the financial planning industry, with a particular focus on 72(t) SEPP. With over 30 years of experience in financial planning, Mr. Spivak has helped countless clients plan for their retirement and maximize their retirement income. Here are some reasons why Mr. Spivak  is considered the expert on 72(t) SEPP:

1. Deep knowledge and understanding of financial planning

Stuart Spivak’s expertise in 72(t) SEPP is rooted in his deep knowledge and understanding of financial planning. With a degree from Pennsylvania State University, Stuart has 35+ years of extensive experience in financial planning and is well-versed in the intricacies of retirement planning. This knowledge allows him to help clients navigate the complex rules and regulations of 72(t) SEPP and avoid costly mistakes.

2. Years of experience in the financial planning industry

In addition to his expertise in financial planning, Stuart  has 35+ years of experience in the financial planning industry. He has worked with clients from all walks of life, helping them plan for their retirement and achieve their financial goals. This experience has given him a deep understanding of the challenges that clients face when planning for retirement and the tools that are available to help them succeed.

3. Commitment to ongoing education

Stuart Spivak  is committed to ongoing education and staying up-to-date with the latest trends and developments in the financial planning industry. He regularly attends industry conferences and seminars to stay informed on the latest financial planning strategies. This commitment to ongoing education ensures that he is always providing his clients with the most up-to-date and relevant advice.

4. Dedication to client service

Above all, Stuart Spivak is dedicated to providing his clients with exceptional service. He takes the time to listen to his clients’ goals and concerns and develops personalized retirement plans that are tailored to their unique needs. He is committed to building long-term relationships with his clients and helping them achieve financial freedom and peace of mind.

In conclusion, Stuart Spivak’s deep knowledge of financial planning, years of experience in the financial planning industry, commitment to ongoing education, and dedication to client service make him the expert on 72(t) SEPP. Whether you’re looking to retire early or simply maximize your retirement income, Stuart Spivak can help you achieve your goals and plan for a secure financial future.

A quick phone call will help you determine if this is right for you