IRA Retirement Advisors, Inc.

Gilberto Villarreal CSA,CRFA,CLTC

Welcome to IRA Retirement Advisors, Inc.  Our mission statement is "to assist our friends and our clients in formulating and implementing strategic strategies in retirement, income, and legacy planning to stay ahead of taxes, market risk and inflation so that our clients can grow their money, keep their money, and transfer their money for their benefit and for the benefit of their loved ones."

Retirement accounts generally make up one of the largest assets in a financial portfolio.  Doesn't it make sense to harvest yours with the guidance of someone that knows how to take advantage of those opportunities afforded by IRS Publication 590 and that can help you set up a good distribution plan for yourself and for your heirs.
 

Gilberto proudly states that he has no hesitation in reaching out to the vast resources available to him from the top financial companies in the world to assist in the planning and implementation of wealth and financial strategies listed below:

  • Roll-over 401k, 403b, 457's
  • Retirement Planning
  • Income Planning
  • Legacy Planning
  • Qualified plans-ira's,simple's, sep's,401k's
  • Annuities-Fixed/Index/Variable
      

Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.

If you have any questions, please call us at 210-492-3664 or 1-866-492-3664 or e-mail us at gilbertv@iraretire.com. We will be happy to help. We look forward to talking with you. 

Neither NEXT Financial Group, Inc. nor its representatives are qualified to give tax or legal advice.  Please consult your tax or legal professional regarding your particular situation.
Calculators

Cost of Retirement

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

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Cash Flow Analysis

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

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

More Calculators →

Newsletters

Tolerating Risk

Whether you are a conservative investor or an aggressive one, it’s likely there are mutual funds that match your risk tolerance.

You’ve Sold It: What’s Next?

If you are a business owner who is considering selling your enterprise soon, you may be able to reap even greater rewards by doing a little prep work now.

What Would Warren Do?

Investors who are uncertain how to react to bad news and troubling economic indicators could find themselves making matters worse with wrong moves that serve only to make them feel better. How does the world's top investor, Warren Buffett, react to market volatility?

Dollar Doldrums or Delight?

The recent weakness in the dollar has caused widespread worry. But it wasn't so long ago that critics were bemoaning the nation's "strong dollar" policy. So which is better, a strong dollar or weak one?

More Newsletters →