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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Beyond Medicare: What Are Your Options?

A Medigap policy or a Medicare Advantage Plan could help provide more stability for health-care spending during retirement.

A Map to Guide Your Family

A letter of instruction could be just as important as a will to help heirs settle an estate and move forward with their lives.

Monetary Policy Update

How the Federal Reserve's monetary policies influence interest rates, economic growth, and inflation.

An Affordable Insurance Solution

A new term life insurance policy can be quite expensive as people age. Survivorship life insurance may be a more cost-effective solution.

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