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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Rules of the Rollover

Rolling funds from an employer's plan to an IRA enables you to maintain control regardless of your employment situation.

FAFSA in the Fall for Lower Stress

New rules enable families to begin the FAFSA earlier using tax returns from two years prior to the academic year.

Making Sense of Bond Behavior

Some strategies to help fixed-income portfolios weather a period of interest rate uncertainty.

New Tax Breaks for Pass-Through Entities

The new tax law includes several provisions that could benefit business owners, such as the pass-through deduction and write-offs for capital investments.

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