David Kramer - wealthandtax.pfyfn.com

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


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Pleasant Hill, CA  94523

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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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HOT TOPIC: Debt Ceiling: A Stop Sign for Federal Borrowing

The debt ceiling may become a focal point during upcoming federal budget and tax reform negotiations. Here’s why.

Why You Need a Will…Even If You’re Not a Prince

A will and personal property memorandum give heirs a clear indication of specific assets you want to bequeath.

Tax Breaks for College Costs

Three federal tax provisions can help ease the financial strain of paying for rising college costs.

New Overtime Rules Could Be Costly for Small Businesses

Employers may need to review employee classifications and staffing as they attempt to comply with the new overtime rules.

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