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Category: How to Access 401(k) funds Early

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How to Access 401(k) funds Early

Does My Employer Have to Approve My 401(k) Loan? Understanding How to Access 401(k) Funds Early

A 401(k) plan is a retirement savings account that allows an employee to invest a portion of their paycheck before taxes are taken out. The funds in the account are …

Navigating the Maze Exceptions to 401k Early Withdrawal Penalty
How to Access 401(k) funds Early

Navigating the Maze: Exceptions to 401(k) Early Withdrawal Penalty

The 401(k) retirement plan is a popular savings vehicle for many American workers. It offers tax advantages and often includes employer matching contributions, making it an attractive option for long-term …

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Spivak Financial Group

Spivak Financial Group

8753 E. Bell Road, Suite 101
Scottsdale, AZ 85260
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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