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Tag: 72(t) Planning

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72(t) Distribution

A True 72(t) Planning Pioneer

“Doc” Hall was the “go to” expert and offered his services to individuals nationwide in this specialized area known as SEPP or 72(t) planning

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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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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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