Learn About 72(t) Penalty-Free Income
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We’ll Waive Our Management Fee:
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| Deposits by 3/31/2019 | Waive Fees |
| $200,000-$499,999 | 3 months |
| $500,000-$999,999 | 4 months |
| $1,000,000+ | 6 months |
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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.
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* For time period specified below | For initial deposits & managed accounts only.
Does not include insurance company products.
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We’ll Waive Our Management Fee:
[/finance_text][finance_text css=”.vc_custom_1545070898408{background-color: #353535 !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”]
| Deposits by 3/31/2019 | Waive Fees |
| $200,000-$499,999 | 3 months |
| $500,000-$999,999 | 4 months |
| $1,000,000+ | 6 months |
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Learn About 72(t) Penalty-Free Income
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Frequently Asked Questions
Your first step toward a smarter
investing future starts here.
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How do I get my retirement money or 401(k) without penalty? Learn more.
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What types of retirement accounts can I roll my 401(k) into? Find out now.
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Are there deposit, withdrawals, or other fees?
Click here for answer.
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How would you like
to get started?
Take your first step toward a smarter investing future- today!
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retirement accounts penalty-free.[/finance_icon_text][finance_icon_text title=”See How We Can Help You- Today!” ficon=”fa fa-comments” icon_color=”#1e73be” css=”.vc_custom_1546054570439{margin-bottom: 10px !important;padding-top: 10px !important;padding-right: 10px !important;padding-bottom: 20px !important;padding-left: 10px !important;background-color: #ffffff !important;}” button=”url:%2Fcan-help-retirement%2F|title:Learn%20More|target:%20_blank|”]Tell us a bit about your goals, and we’ll show you the
benefits of investing with us.[/finance_icon_text][finance_icon_text title=”Transfer a 401(k) or an IRA” ficon=”fa fa-refresh” icon_color=”#1e73be” css=”.vc_custom_1546055418867{padding-top: 10px !important;padding-right: 10px !important;padding-bottom: 25px !important;padding-left: 10px !important;background-color: #ffffff !important;}” button=”url:%2Fcontact-us%2F|title:Get%20Started%20Today|target:%20_blank|”]Move an existing retirement account into an IRA
to start your 72(t) SEPP.[/finance_icon_text]
Frequently Asked Questions
Your first step toward a smarter investing future starts here.
[/finance_text_block][finance_text_block css=”.vc_custom_1543950814430{padding-top: 10px !important;padding-right: 10px !important;padding-bottom: 10px !important;padding-left: 10px !important;}”]
How do I get my retirement money or 401(k) without penalty? Learn more.
[/finance_text_block][finance_text_block css=”.vc_custom_1543950800469{padding-top: 10px !important;padding-right: 10px !important;padding-bottom: 10px !important;padding-left: 10px !important;}”]
What types of retirement accounts can I roll my 401(k) into? Find out now.
[/finance_text_block][finance_text_block css=”.vc_custom_1543950977027{padding-top: 10px !important;padding-right: 10px !important;padding-bottom: 10px !important;padding-left: 10px !important;}”]
Are there deposit, withdrawals, or other fees?
Click here for answer.
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How would you like to get started?
Take your first step toward a smarter investing future- today![/finance_text_block]
Get started with the smarter way to access your retirement accounts penalty-free.
> Learn More
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Tell us a bit about your goals, and we’ll show you the benefits of investing with us.
> Learn More
[/finance_icon_text][finance_icon_text style=”style2″ title=”Transfer a 401(k) or an IRA” ficon=”fa fa-refresh” icon_color=”#1e73be” css=”.vc_custom_1546054721050{padding-top: 10px !important;padding-right: 10px !important;padding-bottom: 25px !important;padding-left: 10px !important;background-color: #ffffff !important;}”]
Move an existing retirement account into an IRA to start your 72(t) SEPP.
> Learn More
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