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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What Is a RILA? Buffered Annuities, Caps and Buffers Explained
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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