72(t) SEPP MasterClass

Under age 59 1/2 and want or need to unlock your pre-tax IRA, 401(k), 403(b), TSP or Pension money penalty-free?

Looking to retire early? Start your own business?  Pay off debt? Start living life? Buy real estate? IRS Rule 72(t) SEPP is the financial planning strategy that legally allows you to access your retirement money early and penalty-free if you follow the rules.

Learn if IRS Rule 72(t) SEPP is right for you. Our 4 modules and 24 video lessons walk you through what you need to know now.

Pre-Program Assessment

Pre-Program Assessment

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How confident are you in your knowledge about Rule 72(t)?(Required)

Introduction

3:19 Introduction


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COMPLETE AND CONTINUE

Disclaimer

Disclaimer

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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.

Securities and advisory services offered through Centaurus Financial Inc., Member FINRA and SIPC, a Broker/Dealer and Registered Investment Advisor.

Supervisory Branch: 2300 East Katella Avenue, Suite 200, Anaheim, CA 92806 | Phone: (714) 456-1790

The Spivak Financial Group and Centaurus Financial, Inc. are not affiliated. This site is intended for residents of the United States of America in the following states only: . AL, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MO, MT, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WV, WI, and WY

COMPLETE AND CONTINUE

Pre-Program Assessment

0
How confident are you in your knowledge about Rule 72(t)?(Required)

Introduction


0

COMPLETE AND CONTINUE

Disclaimer

0

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.

Securities and advisory services offered through Centaurus Financial Inc., Member FINRA and SIPC, a Broker/Dealer and Registered Investment Advisor.

Supervisory Branch: 2300 East Katella Avenue, Suite 200, Anaheim, CA 92806 | Phone: (714) 456-1790

The Spivak Financial Group and Centaurus Financial, Inc. are not affiliated. This site is intended for residents of the United States of America in the following states only: . AL, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MO, MT, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WV, WI, and WY

COMPLETE AND CONTINUE