Learn About 72(t) Penalty-Free Income

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

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.

* For time period specified below | For initial deposits & managed accounts only.
Does not include insurance company products.

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

Learn About 72(t) Penalty-Free Income

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.

How would you like
to get started?

Take your first step toward a smarter investing future- today!

Set Up a 72(t) SEPP

Get started with the smarter way to access your
retirement accounts penalty-free.

See How We Can Help You- Today!

Tell us a bit about your goals, and we’ll show you the
benefits of investing with us.

Transfer a 401(k) or an IRA

Move an existing retirement account into an IRA
to start your 72(t) SEPP.

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.

How would you like to get started?

Take your first step toward a smarter investing future- today!

Set-Up a 72(t) SEPP

Get started with the smarter way to access your retirement accounts penalty-free.
> Learn More

How We Can Help You- Today!

Tell us a bit about your goals, and we’ll show you the benefits of investing with us.
> Learn More

Transfer a 401(k) or an IRA

Move an existing retirement account into an IRA to start your 72(t) SEPP.
> Learn More

Contact Us

Feel free to call us directly...

1 (844) 776-3728

Monday - Friday,
9am - 6pm

Call Now
Our Email

Send us a question anytime...
72t Professor Support
and we’ll get back to you
as soon as possible.

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Our Location

Located at...
8160 E Butherus Drive
Suite #5,
Scottsdale, AZ 85260

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Get Help

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