72(t) SEPP PLANNING
72t Advisor In Colorado
Clients across Colorado rely on Spivak Financial Group for compliant, penalty-free 72(t) SEPP strategies. As a nationwide advisory firm, we meet with Colorado clients via phone and Zoom. Schedule a free consultation to see how we can help you access your retirement funds early and penalty-free.
Schedule Your Free Consultation72t Advisor Near Me in Colorado
Browse cities in Colorado where Spivak Financial Group serves clients.
Your Trusted 72(t) SEPP Advisor in Colorado
Whether you're in Colorado's largest city or a smaller community, if you're under 59½ with $200,000+ in retirement savings, IRS Rule 72(t) may allow you to access those funds without penalty — and we can help you do it right.
IRS Rule 72(t) allows you to take Substantially Equal Periodic Payments (SEPP) from your retirement accounts. Our Colorado advisors have deep expertise in structuring these plans to ensure full IRS compliance while maximizing your financial flexibility.
- Colorado clients served entirely via phone or Zoom
- Specialized 72(t) SEPP knowledge — not a generalist
- Protection from costly IRS retroactive penalties
- Transparent, flat-fee advisory structure
- Schedule your free consultation today