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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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Videos

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

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Business & Financial Consultants

Mark Monreal & Associates (MM&A) has been been providing a full suite of financial services to business owners for more than 36 years. MM&A provides business owners with commercial loans, insurance, and employee benefits. Based in Austin, TX, we have access to both traditional and non-traditional sources to help our clients grow their businesses. Contact us today for a consultation.

Mark Monreal & Associates is not responsible for the contents of any linked site or any link contained in the linked site, or any changes or updates to such sites. Texas Real Estate Salesperson License Number 0319968. Texas General Lines Insurance Agent Number 744539. NMLS # 1764963.

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Q&A on RMDs

Here are answers to some key questions about required minimum distributions.

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Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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Charitable Gifts of Life Insurance

Explains using life insurance to make meaningful charitable donations.

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Understanding the No Tax on Tips Deduction

In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

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Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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