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: New Chair, Same Fed?

New Fed chair Janet Yellen, forward guidance for future action, and how investors and the economy could be affected.

You Need a Will. What About a Trust?

This article provides an overview of basic trust terms and structures and common types of trusts.

Overcoming Retirement Challenges

Four common obstacles to saving for retirement with suggestions on how to get back on track.

TIPS for Inflation Protection

Treasury Inflation-Protected Securities could help provide a hedge against future inflation.

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