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100 E. Main Street, Suite 101 Round Rock, TX 78664

Phone:

  • (800) 617-3900

Fax:

  • (512) 687-3099

E-mail:

  • mwells@greenbeltadv.com
  • achristians@greenbeltadv.com
  • dhurwitz@greenbeltadv.com
  • hparsegian@greenbeltadv.com
  • tellis@greenbeltadv.com

Videos

We have interesting videos for you to watch on my site.

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Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

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The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

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Newsletters

  • HOT TOPIC: SECURE 2.0 Aims to Brighten the Future for Retirement Savers

    This article provides an overview of upcoming changes that could affect workplace retirement plan participants and IRA owners due to legislation passed by Congress at the end of 2022.

  • Fraudsters and Scammers Pocket Nearly $6 Billion in 2021

    This article discusses the most common and costly types of scams, and how would-be victims can spot them.

  • Dividends for Income and Total Returns

    Dividend investing can be a dependable source of income for retirees and others. This article provides an overview.

  • A 529 Plan Can Help Jump Start Your College Fund

    Do you know how a 529 savings plan can be instrumental in building a college fund? Read this article to find out.

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Calculators

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

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