Build A Portfolio with Protection Against Market Sell Offs
By ira
📉 What Should You Invest in During a Market Drop? | Triathlon Partners Has the recent market downturn made you rethink your investment strategy? In this video, Ira Koyner — The Original IRA and founder of Triathlon Partners — breaks down smarter, more resilient ways to build a portfolio with protection against market selloffs. Rather
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Where Did All Your Money Go? Tax-Efficient Investment Tips
By ira
Where Did All Your Money Go? Understanding Taxes, Investments, and Better Financial Strategies The Tax Burden Many high-income earners find that 40-45% of their income is lost to federal, state, and additional taxes. For example, if you earn over $200,000, your federal tax rate could be 32%+, plus an extra 3.8% NIIT tax and state
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TriathlonPartnersTV: RILAs Unpacked: Understanding Buffers and Caps
By ira
RILAs Explained: Buffers and Caps In this episode of Triathlon PartnersTV, we delve into RILAs, or Registered Indexed Linked Annuities. RILAs are structured investment products whose returns depend on the performance of underlying market indices like the S&P 500 or NASDAQ 100. Each investment structure, referred to as a segment, offers protection against losses through
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TriathlonPartnersTV: Mastering Retirement: The Secret to a Balanced Portfolio
By ira
🔍 The Key to a Balanced Retirement Portfolio 🔍 In this episode of Triathlon PartnersTV, we focus on one of the biggest mistakes in retirement planning: an unbalanced portfolio. If you rely too much on the stock market, you could face big losses during market downturns, which may delay your retirement. On the other hand,
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TriathlonPartnersTV: Annuities, RILA s & Tax-Deferred Growth
By ira
Annuities are the much maligned investment in the financial world. They encompass a wide array of products, and the bad rap they receive is due to misinformation and a lack of education of the product. Triathlon Partners is dedicated to financial education. This episode identifies the key attributes of annuities, and why they are appropriate
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TriathlonPartnersTV: Retirement Annuity
By ira
Retirement planning can be overwhelming. The concern of outliving your money or poor investment performance will leave you homeless is real. A retirement annuity can alleviate these fears and should be a key component of your funding strategy for retirement. Its guarenteed steady cash flow combined with social security will provide a core and stable
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