72 Professor, Powered by Spivak Financial Group
(28 Reviews)
This is not a DIY project. We handle the process from A-Z. We make it simple to work with the experienced 72(t) Professor Team, powered by The Spivak Financial Group.
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In Business Since 2015
Licensed, BBB Accredited
Sentiment Analysis
I am a financial professional, CPA with a Masters in Taxation and Enrolled to Practice before the IRS, Mr.
I have called multiple financial planners, tax specialists, accountants (even my own) about our 72(t) and no one could provide answers.
I inquired with just a question and Stuart reached out to offer his advice and expertise.
Spivak also answered some of the questions that I had, as many web pages I read have slightly different explanation and was confusing me.
He explained the process and provided an estimate given my 401k balance.
I was not sure I would use his services when I contacted him but I am glad I rolled over a pre-tax 401K to a pre-tax ROTH which is a no fee RIA he recommended for downside protection with market gain participation during the period, giving me peace of mind for the next 5 years against market volatility.
Stuart took the time to understand my situation rather than giving a one-size-fits-all solution to me.
Stuart was very knowledgable about the 72(t) and may be someone that I will soon be working with to help me make the most of that tax code benefit.
He took plenty of time, was able to answer all of my questions, and gave me additional information to mull over.
Answered all my questions and I would recommend reaching out to him if you are interested in his services.
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