The Spivak Financial Group is an Independent Wealth Management Firm that specializes in 72(t) Early Retirement Distribution Planning, and our mission is to help you make better decisions with your money.
- 401(k) Rollovers
- IRA
- ROTH IRA
- Non-Retirement Funds
As an added incentive for you to get started with us today, we’ll waive our management fee*. The more you invest, the longer we’ll waive our management fee.
We’ll Waive Our Management Fee:
| Deposits by 3/31/2019 | Waive Fees |
| $200,000-$499,999 | 3 months |
| $500,000-$999,999 | 4 months |
| $1,000,000+ | 6 months |
Frequently Asked Questions
Your first step toward a smarter investing future starts here.
How do I get my retirement money or 401(k) without penalty? Learn more.
What types of retirement accounts can I roll my 401(k) into? Find out now.
Are there deposit, withdrawals, or other fees?
Click here for answer.
