David Kramer - wealthandtax.pfyfn.com

Unbiased advice & comprehensive strategies for retirement ... and beyond


3478 Buskirk Avenue, Suite 270
Pleasant Hill, CA  94523

Certain Registered Representatives of Retirement Wealth & Tax Advisors (RWTA) offer securities through Cetera Advisors LLC Financial Securities Corporation (Cetera Advisors LLC), member FINRA and SIPC. Cetera Advisors LLC is not affiliated with Retirement Wealth & Tax Advisors

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Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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.

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Some Small Companies Facing Tariff Troubles

Small-business owners should watch for trade policy changes that could impact their products, supply chains, or competitors.

Are Your Designated Heirs Up-to-Date?

The New Year might be a good time to review and update beneficiaries on estate documents, insurance policies, and financial accounts.

Social Security 101

An overview of basic Social Security rules and options that are often misunderstood, whether workers are looking forward to claiming benefits in 1 or 30 years.

HOT TOPIC: Blockchain Buzz: Emerging Tech Offers Potential, Not Promises

A glimpse into how blockchain might impact businesses, and a warning for investors to heed the risks associated with blockchain investments.

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