Austin Office - 9821 N Lake Creek Pkwy, Suite 4153 Austin, TX 78717 Dallas Office - 446 Houston St. Coppell, TX 75019

Phone:

Austin Office- 972-489-6792 Dallas Office - (972)338-9655

Fax:

972-380-0097

E-mail:

bill@billipema.com

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Calculators

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Keep Together What You Put Together

We specialize in business and personal financial strategies to help meet the needs of Texas business owners and their employees. Our personal and business financial strategies emphasize:

Business and Estate Planning
Employee Benefits and Retirement Planning
Executive Compensation Planning
Investment Products and Tax Planning
Risk Management

What distinguishes Employers' Resource Group is our constant search for quality in service, our network of experts in the key areas that affect business owners, and the depth of experience of our professional associates and staff.

Newsletters

Versatile 529 Plans Can Help with More than Just College

Explains expanded uses making 529 plans more flexible.

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Investing with Market Cap in Mind

Shows how combining small-, mid- and large-cap funds enhances diversification.

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ETFs Are Closing the Gap with Mutual Funds

Discusses ETF adoption and advantages over mutual funds.

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Concerned About Cyberattacks? The Threat Is Real

Advises small businesses on cybersecurity risk management.

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Calculators

Roth IRA Conversion

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

Federal Income Tax

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

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.

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