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Tag: 72t experience

Early Retirement

72t Experience, Knowledge & Wisdom Matters

Not all Financial Advisors, CPA’s, Tax Attorneys, Banks or Brokers know about this little known 72t IRS rule.

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Complete the form so we can better assist you. Or you can contact us directly to answer your questions.

We are here to help you understand how you can properly use the 72t strategy to access your retirement money prior to age 59½ penalty-free.

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8753 E. Bell Road, Suite 101
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Toll Free: (844) PROF-72T
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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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