Get Started with a Free Consultation about Using a 72(t) Distribution
for Early Retirement

Get Started with a Free Consultation about Using a 72(t) Distribution for Early Retirement

72(t) Early Retirement Specialists

As 72(t) specialists, our mission is to help those under age 59 ½ to utilize and enjoy their retirement money without the tax penalty associated with early retirement due to corporate downsizing, voluntary retirement or unexpected loss of work.

When it comes to using the IRS 72t distribution strategy, there are several things you need to make sure are completed correctly.  Meet the team of 72t specialists who can help you make early retirement a reality.

We have effectively set up 72T distributions for PENALTY FREE income prior to Age 59 ½ MANY TIMES throughout almost 50 years and the strategy works, IF DONE CORRECTLY!

Many companies and most Advisors simply do not know how to properly structure a 72(t) Early Retirement Distribution Plan. Make sure you work with an Advisory Firm who is experienced and knowledgeable in this specialized area. Knowledge is POWER.

Call Us: 1-(844)-PROF-72T

 

What is the #1 Concern About Retirement?

Will I outlive my money…” is the most common question we hear from retirement-minded investors.

 

 

Schedule a Complimentary Consultation Today!

Request a No Risk,
No Obligation, Free Consultation

Please fill in some basic information below, and one of our 72(t) specialists will contact you shortly.

72(t) Early Retirement Specialists

As 72(t) specialists, our mission is to help those under age 59 ½ to utilize and enjoy their retirement money without the tax penalty associated with early retirement due to corporate downsizing, voluntary retirement or unexpected loss of work.

When it comes to using the IRS 72t distribution strategy, there are several things you need to make sure are completed correctly.  Meet the team of 72t specialists who can help you make early retirement a reality.

We have effectively set up 72T distributions for PENALTY FREE income prior to Age 59 ½ MANY TIMES throughout almost 50 years and the strategy works, IF DONE CORRECTLY!

Many companies and most Advisors simply do not know how to properly structure a 72(t) Early Retirement Distribution Plan. Make sure you work with an Advisory Firm who is experienced and knowledgeable in this specialized area. Knowledge is POWER.

Call Us: 1-(844)-PROF-72T

 

What is the #1 Concern About Retirement?

Will I outlive my money…” is the most common question we hear from retirement-minded investors.

 

 

Schedule a Complimentary Consultation Today!

Request a No Risk,
No Obligation, Free Consultation

Please fill in some basic information below, and one of our 72(t) specialists will contact you shortly.

Early Retirement Video Archive

What’s Key When Reviewing Financial Professionals?

Make sure you work with an Advisor who can offer appropriate solutions in good times as well as bad times.

 

Got a Question Related To Early Retirement?

 

What Do You Bring to Clients?

Perspective is one of the most important things we bring to our relationships with clients.

 

Schedule a Complimentary Consultation Today!

What Happens When People Have Money With Another Advisor?

When you consider changing your financial advisor, make sure to put your own interests first.

 

Got a Question Related To Early Retirement?

 

 

Are Clients Interested In Chasing Winners?

Chasing yesterday’s winners may not be the best way to pursue your financial goals.

 

Schedule a Complimentary Consultation Today!

Early Retirement Video Archive

What’s Key When Reviewing Financial Professionals?

Make sure you work with an Advisor who can offer appropriate solutions in good times as well as bad times.

 

Got a Question Related To Early Retirement?

 

What Do You Bring to Clients?

Perspective is one of the most important things we bring to our relationships with clients.

 

Schedule a Complimentary Consultation Today!

What Happens When People Have Money With Another Advisor?

When you consider changing your financial advisor, make sure to put your own interests first.

 

Got a Question Related To Early Retirement?

 

 

Are Clients Interested In Chasing Winners?

Chasing yesterday’s winners may not be the best way to pursue your financial goals.

 

Schedule a Complimentary Consultation Today!

Get Started with Your Free Consultation Today!

Get Started with Your Free Consultation Today!

Contact Us

Feel free to call us directly...

1 (844) PROF-72T

Monday - Friday,
9am - 6pm

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72tProfessor@spivakfinancial.com
and we’ll get back to you
as soon as possible.

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8160 E Butherus Drive
Suite #5,
Scottsdale, AZ 85260

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