72t Advisor In Savannah, GA

72(t) SEPP Planning Services in Savannah

Are you under age 59½ and looking to access your retirement savings in Savannah, Georgia without paying the 10% early withdrawal penalty? Our 72(t) SEPP specialists can help.

Our team of 72(t) specialists serving Savannah and the surrounding Georgia area has helped hundreds of clients structure compliant SEPP plans that provide reliable income while protecting them from costly IRS penalties.

From the initial consultation to the final distribution, Spivak Financial Group manages every aspect of your 72(t) SEPP plan. Savannah clients appreciate our thorough approach and our commitment to keeping their plans fully compliant.

Why Savannah Clients Choose Us for 72(t) Planning

• Serving Savannah and all of Georgia
• Expert guidance on all three SEPP calculation methods
• Penalty-free early retirement income strategies
• Accredited, credentialed financial professionals
• Responsive, personalized service
• Schedule your free consultation today

72(t) SEPP Eligibility Requirements

Our Savannah specialists will review your eligibility, but here are the general requirements:

• To be under age 59½
• $200,000 or more in a qualifying retirement account (IRA, 401k, 403b, etc.)
• A need for regular income from your retirement savings
• Willingness to commit to the SEPP schedule (typically 5 years or until age 59½, whichever is longer)