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Retirement Plan Specialists for Growing Companies and Individual Investors We are a Santa Barbara-based financial consulting firm dedicated to providing retirement plan solutions to businesses as well as individual investors who are nearing retirement age. Retirement planning is our only source of business, which enables us to focus all of our efforts on maintaining quality retirement plans for plan sponsors and individuals like you. |
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Use this calculator to estimate the federal estate taxes that could be due on your estate after you die. Retirement Plan Early Distribution Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan. Knowing your likely life expectancy is an important factor in making long-term financial plans. Required Minimum Distributions Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70. |
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1203 De La Vina Street
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Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer,investment advisor and member FINRA/SIPC, 6187 Carpinteria Ave, Carpinteria, CA 93013. The Source Financial Group and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by The Source Financial Group or Joseph Fonte.