72-t Professor, Powered by Spivak Financial Group

72-t Professor, Powered by Spivak Financial Group IRS Rule 72(t) SEPP allows individuals to unlock their retirement money penalty-free pre 59 1/2. Powered By The Spivak Financial Group.

Our Mission is to help individuals nationwide who are Under the Age of 59 1/2 to Utilize and Enjoy their Retirement Money WITHOUT the Tax Penalties normally associated With Early Retirement Due to Corporate Downsizing, Voluntary Retirement or Unexpected Loss of Work. Securities and advisory services offered through Centaurus Financial, Inc., Member FINRA (www.finra.org) and SIPC (www.sipc.org), a

Registered Investment Advisor. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intended for use by individuals residing in AL, AZ, AR, CA, CO, CT, DE, FL, GA, ID, IL, IN, IA, KS, LA, ME, MD, MI, MN, MO, MT, NV, NJ, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI & WY. Centaurus Financial and The Spivak Financial Group are not affiliated.

A good professional provides important guidance and insight through the years. Explore what that means in this helpful p...
09/09/2026

A good professional provides important guidance and insight through the years. Explore what that means in this helpful piece.

A good professional provides important guidance and insight through the years.

How much is enough for your emergency fund?
09/08/2026

How much is enough for your emergency fund?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
09/07/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
09/06/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

As complex as the details of taxes can be, the income tax process is fairly straightforward.
09/05/2026

As complex as the details of taxes can be, the income tax process is fairly straightforward.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

There are four basic steps to calculating the value of an estate.
09/04/2026

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 U.S. and Canadian Markets Renewed enthusiasm for AI pushed stocks higher in August as investors looked past mixed economic signals. The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial...

Learn the language of life insurance.
09/03/2026

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

These 6 things might make your next return a prime target for an IRS audit.
09/02/2026

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

Some simple, inexpensive energy-saving tips that may help you save money.
09/01/2026

Some simple, inexpensive energy-saving tips that may help you save money.

Here are some simple and inexpensive energy-saving tips that may help you save money.

Address

8753 East Bell Road Suite #101
Scottsdale, AZ
85260

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+14805569931

Website

Alerts

Be the first to know and let us send you an email when 72-t Professor, Powered by Spivak Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category