72(t) SEPP PLANNING
72t Advisor In Nevada
Clients across Nevada rely on Spivak Financial Group for compliant, penalty-free 72(t) SEPP strategies. As a nationwide advisory firm, we meet with Nevada clients via phone and Zoom. Schedule a free consultation to see how we can help you access your retirement funds early and penalty-free.
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IRS Rule 72(t) Specialists Serving Nevada
Many Nevada residents with substantial retirement savings don't realize they can access those funds before age 59½ — completely penalty-free. If your account holds $200,000 or more, a 72(t) SEPP plan may be the right solution.
IRS Rule 72(t) allows you to take Substantially Equal Periodic Payments (SEPP) from your retirement accounts. Our Nevada advisors have deep expertise in structuring these plans to ensure full IRS compliance while maximizing your financial flexibility.
- Phone and Zoom consultations for all Nevada residents
- MDRT Life Member — Million Dollar Round Table
- BBB A+ Accredited Business
- BrokerCheck verified through FINRA
- Complimentary retirement income analysis