We are a Tele-Wealth practice: virtual and phone appointments are how we meet nearly every client. We have an Expert licensed in your state.
About Us
Help families connect with experienced professionals they can trust.
Families today face financial decisions that impact multiple generations. Our mission is to provide education, clarity, and long-term strategies through the right professional connection.
12+ years each
Retirement & income planning experience
3,000+
Retirement income strategies reviewed
$3 billion+
Retirement assets analyzed
Areas of guidance
- Rollover 401(k) options
- Retirement income planning
- College funding strategies
- Cash value life insurance education
- Legacy and multigenerational planning
We work with individuals and families. We have an Expert licensed in your state who will be in touch — all appointments are virtual (Zoom) or by phone through our Tele-Wealth practice.
Why we don't lead with one name
You don't need an advisor. You need the right one for your situation.
Most sites put one advisor's photo and bio front and center. We do the opposite on purpose: no single professional is the best answer for a 58-year-old with three old 401(k)s, a business owner facing a K-1 tax problem, and a parent two years from the first tuition bill. So we built a matched bench instead of a personal brand.
A bench, not a single desk
My IRA Hero is a network of over 180 independent, licensed retirement, tax, college funding, and insurance Experts. Instead of hoping the one advisor you found happens to specialize in your situation, we start with your situation and work backward to the Expert who handles it every week.
Every Expert meets the same standard
Minimum 12 years of successful college funding and retirement planning experience, A+ Rated Carrier training, active licensing in your state, and a clean compliance record. There is no junior bench and no call center — the person on your call is the person who does the work.
Assigned by best fit — never by who's free
Your questionnaire answers (age, assets, plan type, tax picture, timeline, goals) are reviewed before anyone contacts you. We match on specialty and state licensing first, availability second. If your case needs two specialties — say a rollover plus a tax reduction strategy — you get both, coordinated.
You'll know exactly who you're meeting
Before your 15-minute Tele-Wealth call, you receive your assigned Expert's name, credentials, licensing, and a short note on why they were matched to you. Not a fit? Tell us and we'll reassign you — no awkwardness, no questions asked.
Our commitment: one Expert, matched to you, who stays with you — accountable to the same My IRA Hero standards from your first 15-minute call through every review that follows.
How we vet our bench
Five checks before your Expert ever calls you.
Retirement decisions are long-term commitments. The professional you meet with should be held to a long-term standard. Every Expert we assign has cleared all five of these before an introduction is made.
01Active state license, verified
Every Expert holds a current life and health insurance license in the state where you live. We confirm the license before any introduction is made — you are never handed to someone who cannot legally advise you where you are.
0212+ years of retirement planning experience
We work with specialists, not generalists. Each Expert brings at least 12 years of successful college funding and retirement planning experience, beginning with A+ Rated Carrier Training.
03Background and disciplinary screening
Every Expert is screened against public regulatory and complaint records. Prior disciplinary action, a license suspension, or an unresolved client complaint disqualifies a professional from our bench.
04Best-interest standard
Recommendations must fit your financial situation, your timeline, and your goals — not the highest-commission product available. Anything discussed is disclosed to you in plain language first.
05Annual re-verification
Vetting is not a one-time check at onboarding. Licensing and disciplinary records are re-verified every year, and any Expert whose record changes is paused from assignment while we review.
No cost, no obligation: your analysis and 15-minute Tele-Wealth call are free. Your information is never sold, and you are introduced to one matched Expert — not auctioned to a list of them.
Client stories
Hear from families we've helped
“myIRAHero.com connected me with a retirement advisor who took the time to understand my situation and explain the specific options that can help me achieve my return goals. They also helped me withdraw some funds in the process to pay some of my immediate bills.”
“The amount of money I saved in unnecessary advisor fees with the solutions that the advisor myIRAHero.com referred me to completely shocked me. I recommend myIRAHero.com to anyone who ever put money into a 401(k) and needs real solutions to take care of their retirement plan and their family.”
“myIRAHero.com connected me with an advisor who explained everything clearly and answered my questions about the best ways to take care of the medical expenses that my medical condition requires and that Medicare will not cover. I’m so thankful that I found this website.”
“When I found myIRAHero.com through Google search, I wasn’t sure what types of options I would find. The advisor they connected me with was down to earth, compassionate, and went the extra mile to help me navigate getting a lifetime of income from my 401(k) plan. I’m so lucky that I found my retirement Hero through this website myirahero.com.”
“I was able to get an estate plan with a Will and trust along with life insurance and guaranteed growth on my IRA with the help of the advisor that myirahero.com connected me with. Thank you, thank you, thank you myIRAHero.com.”
“myIRAHero.com matched me with an advisor who walked me through every rollover option for my old 401(k). I finally understood the tax implications and picked a strategy that gives me steady monthly income without the guesswork.”
“I was worried about outliving my savings. Through myIRAHero.com, I found an advisor who showed me how to turn part of my IRA into guaranteed income I can’t outlive. That peace of mind is worth everything.”
“The advisor myIRAHero.com referred me to helped me decide exactly when to claim Social Security so my wife and I get the most out of what we’ve earned. That one conversation will likely mean thousands more dollars over our lifetime.”
Testimonials reflect experiences shared by clients and family members; individual results vary and are not a guarantee of future outcomes. Names shortened for privacy.
Our Process
How it works
Share Your Goals
Complete our brief online form with information about your financial priorities, retirement concerns, or college planning needs.
We Review Your Information
Based on your responses, we identify a retirement or college planning professional who may be a strong fit for your situation.
Connect With a Specialist
A qualified professional will reach out to schedule a conversation, answer your questions, and discuss possible next steps.
Our Philosophy
Planning should support the entire family.
Financial planning is not only about investments. It's about protecting the people you care about and creating confidence for the future.
- Retirement readiness
- Rising education costs
- Market uncertainty
- Longevity concerns
- Legacy planning goals
Trust & Transparency
Focused on education and guidance.
Families deserve access to educational resources and professionals who take time to understand their goals. Our role is to facilitate introductions based on the information you voluntarily submit. Financial products and recommendations, if any, are discussed directly between you and the licensed professional you choose to work with.
Start With a Free AssessmentServices
What we help families with
Every engagement starts with education and a written plan you keep, whether or not you ever buy anything. These are the areas our specialists work in most:
401(k) & IRA rollovers
Comparing all four options for an old employer plan, and the tax rules that decide the sequence.
Read moreRetirement income planning
Turning a balance into a monthly paycheck: essential expenses, guaranteed income, and the gap between them.
Read moreAnnuities & lifetime income
Where a fixed indexed or income annuity fits, where it does not, and what the fees and surrender terms really are.
Read moreSocial Security timing
Claiming ages, spousal and survivor benefits, and how to bridge income while you delay.
Read moreTax & Roth planning
Withdrawal order, Roth conversions, required distributions, and the Medicare premium thresholds tied to income.
Read moreLong-term care & healthcare
What care actually costs, how it is funded, and how a care event affects the rest of the plan.
Read moreLife insurance & cash value
Protection for a surviving spouse, and where permanent coverage does or does not earn its cost.
Read moreEstate & legacy planning
Beneficiary designations, titling, and coordination with the attorney or CPA you already use.
Read moreCollege funding
Funding education without derailing retirement, including aid-sensitive account choices.
Read moreCredentials & structure
How we are set up, and what that means for you
- State-licensed specialists
- Every plan is delivered by a specialist holding an active insurance license in your state. We confirm licensing and carrier appointments before an introduction is made.
- Independent, not captive
- We are not owned by an insurance carrier or fund company, so recommendations are not limited to one company's shelf.
- A written fiduciary pledge
- You receive a written pledge confirming the specialist's obligation to act in your interest on every recommendation.
- Education before product
- The first meeting produces a plan document, not an application. Nothing is presented until the numbers are on the table.
- A Tele-Wealth practice
- Appointments are held by Zoom or phone, which is how we serve families in states our office is not physically in.
- Coordinated with your advisors
- We work alongside your CPA and estate attorney rather than replacing them, and put the coordination in writing.
Contact
How to reach us
My IRA Hero2780 S. Jones Blvd, Suite 210
Las Vegas, NV 89146
Phone: 702-337-3518
Email: privacy@myirahero.com
Appointments are virtual (Zoom) or by phone. We have an Expert licensed in your state.
The Advisors We Recommend All Work With Top-Rated Insurance Companies
Carrier logo scrolling playing.
- Allianz Life
- Corebridge Financial
- EquiTrust Life
- Global Atlantic
- North American
- Pacific Life
- MassMutual
- American Equity
- Mutual of Omaha
- Symetra
- Jackson National
- Protective
- Transamerica
- Securian Financial
- Ameritas
- Equitable
Disclosure: Carrier names and logos are shown for identification and reference purposes only. Their appearance here does not constitute an endorsement, recommendation, sponsorship, or approval of My IRA Hero, its advisors, or any strategy discussed on this site, and it does not imply any affiliation, partnership, or agency relationship with these companies.
Results are not guaranteed. Nothing on this page is a solicitation for any specific product, a projection of future performance, or a promise of any particular outcome. Product availability, features, riders, and rates vary by carrier, state, age, health, and suitability, and are subject to change and underwriting approval. Any guarantees are backed solely by the claims-paying ability of the issuing insurance company. My IRA Hero does not provide legal, tax, or accounting advice; consult your own qualified professionals.
Why a fixed index annuity can be a powerful addition to a retirement plan
Retirement is about more than maximizing returns. This plain-English guide explains how one portion of a portfolio can be assigned a different job — protection from index losses, index-linked growth potential, and lifetime income you can't outlive — plus the risks, the mortality-pooling math, and when an FIA is the wrong fit.
Read the guideOur fiduciary commitment
We only refer you to Retirement Experts who are obligated to act as a fiduciary at all times — legally bound to put your interests ahead of their own on every single recommendation they make to you.
Every Expert we refer must also be willing to give you a written Fiduciary Pledge — a signed legal statement confirming that duty to you in writing. If an Expert will not put it in writing, we will not refer you to them. Just ask for it on your call.
Read and download the Fiduciary Pledge