72t Advisor In Milwaukee, WI

72(t) SEPP Planning Services in Milwaukee

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

Our team of 72(t) specialists serving Milwaukee and the surrounding Wisconsin 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. Milwaukee clients appreciate our thorough approach and our commitment to keeping their plans fully compliant.

The Spivak Advantage for Milwaukee Clients

• Milwaukee clients served via phone and Zoom
• Exclusive focus on IRS Rule 72(t) SEPP planning
• Three IRS-approved calculation methods available
• MDRT Life Member — Million Dollar Round Table
• BBB A+ Accredited Business
• No-obligation free consultation

72(t) SEPP Eligibility Requirements

Here are the key requirements to be eligible for a 72(t) SEPP plan:

• 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)