- Toll Free: 1 (844) PROF-72(t)
- 72tSpecialist@spivakfinancial.com
In the 2-minute video below, Spivak Stuart, a 72(t) SEPP expert, covers key fundamentals to help you understand how this strategy can be used correctly to access your retirement funds before age 59½—without early-withdrawal penalties.
At Spivak Financial Group, we believe that true service isn’t just about setting things up—it’s about being available, proactive, and responsive over time.
We focus on long-term relationships, regular reviews, and ongoing communication so your strategy stays aligned as life and markets change.
Complete the form so we can better assist you. One of our 72(t) Specialists will contact you shortly. You can also contact us directly with your questions:
1 (844) PROF-72(t)
Monday – Friday, 9am – 6pm
72(t) Early Retirement Support and we’ll get back to you as soon as possible.
72tSpecialist@spivakfinancial.com
8753 E. Bell Road, Suite #101
Scottsdale, AZ 85260
