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Tag: 72(t) Planning

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72(t) Distribution

A True 72(t) Planning Pioneer

“Doc” Hall was the “go to” expert and offered his services to individuals nationwide in this specialized area known as SEPP or 72(t) planning

Address

8753 E. Bell Road, Suite 101 Scottsdale, AZ 85260

Toll Free

(844) PROF-72T

Phone

(480) 556-9931

Fax

(480) 556-9932

E-mail

72tSpecialist@spivakfinancial.com

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

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) Early Retirement and The Spivak Financial Group are separate entities. 

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.

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Phone: 714 . 456 . 1790

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