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Free Risk AnalysisKramer Wealth Advisory is an Independent financial services firm. We offer financial advice and Investment management. We provide our recommendations In common easy to understand terms. Our goal is your success.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.