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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Managing Your 401(k)

Make the most of participating in employer-sponsored defined contribution plans, such as 401(k), 403(b), and 457 plans.

Indexed Annuities: Potential Upside, Protecting the Downside

How indexed annuities work and the options that may be available to investors in an indexed annuity contract.

Controlling Health Insurance Costs

An HDHP paired with a health savings account may offer tax advantages and could help save money on medical costs.

Factors That Influence Hiring Decisions

Some signs that it might be time for small business owners to hire extra help, and the related costs.

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