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    Tag: 72(t) distribution exception

    72(t) Distribution

    Reasons for an Early Withdrawal Using 72(t)

    A 72(t) early distribution will not be subject to the 10% additional early withdrawal tax in the following circumstances…

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    72t Explained

    Spivak Financial Group

    Spivak Financial Group

    8753 E. Bell Road, Suite 101
    Scottsdale, AZ 85260
    Toll Free: (844) PROF-72T
    Toll Free: (844) 776-3728
    Phone: (480) 556-9931
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    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.

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