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

All rights are reserved. No part of the content of this web site may be reproduced or used without written permission from Retirement Wealth & Tax Advisors

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.

More Calculators →

Insurance Strategies: Giving Old Life Insurance a New Purpose

A 1035 exchange may allow a permanent life policy to be traded for a more suitable insurance product.

Seven Classic Investing Quotes

Seven classic quotes about investing from successful investors, economists, and other insightful thinkers.

Taking a Team Approach to Retirement Savings

Even if you and your spouse have separate retirement accounts, you may still be able to craft a unified savings and investment strategy.

The Cost of Caregiving

About 40 million family caregivers in the U.S. provide unpaid care to another adult. Understand the associated financial, physical, and emotional costs.

More Newsletters →