72(t) Professor, Powered by Spivak Financial Group

Services Offered

• 72t IRA consulting
• 72t 401k consulting
• 72t SEPP strategies
• pre-retirement planning
• wealth management
• estate planning

About

72(t) Professor is a financial planning firm based in Scottsdale, Arizona, specializing in the 72(t) rule for early retirement fund access. The firm offers services related to 72t IRA, 72t 401k, and 72t SEPP strategies, ensuring compliance with IRS regulations. With over 35 years of experience, they provide guidance on pre-retirement planning, wealth management, and estate planning. Their target audience includes pre-retirees and retirees looking to navigate complex distribution rules.

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