RD's Tax & Financial Strategies - Your Complete Wealth Management Resource

"Your Complete Wealth Management Resource"

Founded in 1975, RD's Tax & Financial Strategies is currently one of the largest tax preparation firms in Santa Clara County.  Among our services, we offer advice in a number of complex financial situations and help make your retirement goals a reality.

Feeling lost in the terminology? Visit the Learning Center:  You can find helpful articles, newsletters, calculators, E-Seminars, and even a glossary of financial terms.

 
Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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Newsletters

HOT TOPIC: The Fed Plans to Spend Trillion or More to Spur Growth

For the first time in a generation, the Federal Reserve has undertaken a campaign to influence long-term interest rates, a departure from recent monetary policy that has focused almost exclusively on short-term rates.

A Question of Identity

Not only is identity theft costly, it can also be a major hassle that affects a person’s credit score for years. The key to preventing ID theft is awareness.

Time to Revisit Risk

During volatile financial times, it is only natural to reconsider your own personal risk tolerance and review the role of risk in your portfolio.

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