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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Know Your Rights, But File with Care

It’s important to note that the “kinder, gentler” IRS remains vigilant in auditing returns for accuracy.

HOT TOPIC: Key Indicators Signal Progress for U.S. Economy

In the 5 years since the end of the Great Recession, Americans can finally be upbeat about their financial prospects.

SEC Decides to Break the Buck

How reforms to the $2.6 trillion money fund market might affect institutional and individual investors.

Be Careful About Cashing Out

When leaving a job, what you could do with the assets you’ve accumulated in your employer-sponsored retirement plan.

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