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Category: Financial Planning

Understanding the 401k Rollover A Key to Optimized Retirement Savings
401(k) / Financial Planning / Retirement Savings / Tax Implications

Understanding the 401(k) Rollover: A Key to Optimized Retirement Savings

In the realm of financial planning, one term that often surfaces is a “401(k) rollover”. This term might sound complex, but it’s a critical concept for anyone who wants to …

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Spivak Financial Group

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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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