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Tag: Early 72(t) Distribution

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IRA

What Is an Early 72(t) Distribution for IRA retirement plans?

Estimate what your IRA might produce for an income, using a 72(t) for early withdrawals to eliminate the IRS penalty.

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72(t) Distribution

Can multiple retirement accounts and vehicles be used for a 72(t) distribution?

There are several avenues, we can take to structure the income that you want or need, assuming it within reasonable expectations.

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

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(844) PROF-72T

Phone

(480) 556-9931

Fax

(480) 556-9932

E-mail

72tSpecialist@spivakfinancial.com

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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. 

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