David Kramer - wealthandtax.pfyfn.com

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


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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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SECURE Act Changes That Matter to Small Employers

The SECURE Act could make it easier and more affordable for business owners to provide retirement plans and help their employees save for retirement.

Could Employee Ownership Be Part of Your Succession Plan?

An employee stock ownership plan may be a tax-friendly way for retiring small-business owners to pass the reins to employees.

Three Generations of Retirement Strategies

Millennials, Gen Xers, and baby boomers face different challenges in pursuing retirement goals. This article offers strategies to help address them.

HOT TOPIC: Government Acts to Blunt Financial Impact of Global Pandemic

A discussion of the measures being taken by the federal government to support workers, businesses, financial markets, and the economy in these trying times.

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