Serving Clients Nationwide
Do You Want to Take Your Retirement Income Now?
Do You Have $200,000 or More in Your 401(k), IRA or Other Qualified Retirement Plan?
Find Out if a 72(t) Is the Right Strategy for You!
If so, then please complete the online form, so we can better assist you. You can also contact us directly to answer any questions you may have.
We are here to help you understand how you can properly use the 72(t) strategy to access your retirement money prior to age 59½ penalty-free.
Please Note: We are a full service Financial Planning and Asset Management Firm that works directly with individuals and business owners nationwide and we don’t provide advice to other financial professionals.
Not Ready To Start Your 72(t)?
Request a No Risk,
By clicking the button, you consent to a Spivak Financial Financial 72(t) specialist contacting you at the phone number above about financial planning, 72(t) penalty-free income, and investment advice.
We respect your privacy and do not tolerate spam and will never sell, rent, lease or give away your information (name, address, email, etc.) to any third party. Nor will we send you unsolicited email.
Send us a question anytime...
72t Professor Support
and we’ll get back to you
as soon as possible.