Structure Permanent Life Insurance to Maximize Cash Value
By ira
How to Structure Permanent Life Insurance for Cash Value By Ira Koyner — The Original IRA, President of Triathlon Partners Introduction: How to Structure Permanent Life Insurance If you’re researching how to structure permanent life insurance, this guide explains how to maximize cash value and protect tax advantages using proven design choices. We’ll cover Indexed
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Indexed Universal Life for Long-Term Goals
By ira
Why Indexed Universal Life Insurance Deserves a Closer Look When most people think of life insurance, they imagine it purely as a death benefit. But what if we told you it could also be a tool for building long-term, tax-advantaged wealth? In this episode of Triathlon Partners TV, Ira Koyner—founder of Triathlon Partners—dives into how
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Best Strategies for Sideways Markets | Structured Notes July 2025
By ira
📈 July 2025 Structured Note Opportunities: Hedging After the Rally These notes were issued and are no longer available. They are shown here to explain how these kinds of notes work. As of early July 2025, equity markets have continued their surge off the April lows, with the S&P 500 (SPY) up approximately 9.2% and
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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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Term vs. Permanent Life Insurance | Pros & Cons Explained
By ira
This video will breakdown Term Life Insurance vs. Permanent Life Insurance. Which is best for you and The Pros & Cons, and provide the guidance to find the type of policy that best meets your objectives. Life insurance is one of those necessary things in life, because life happens! It’s better to have life insurance
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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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Roth IRA Conversions Maximize Retirement Savings
By ira
🚀 Roth IRA Conversions: Maximize Your Retirement Savings 💰 The topic of today’s video from @TriathlonPartnersTV is ROTH IRA conversions. Your host, Ira Koyner, The Original IRA discusses opportunistic strategies to maximize your retirement savings with a ROTH IRA. What You’ll Learn About Roth IRA Conversions 1. What is a Roth IRA Conversion? Converting funds
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Maximize Your Retirement Savings: Traditional and Roth IRAs Explained 💰📈
By ira
Traditional vs. Roth IRAs IRAs are a tax-advantaged savings plan that is the cornerstone of Smart Retirement Planning Why Contribute to an IRA? Contribution Limits (2024) 📊 Benefits of Traditional and Roth IRAs 🛡️ Other Tax-Advantaged Savings Options 🌍 Secure your financial future today 🎯 IRAs are essential tools for building a secure financial future.
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Point-to-Point Investment Strategy: Growth with Protection
By ira
🎬 Welcome to TriathlonPartnersTV! In this episode, we explain the Point-to-Point Investment Strategy. This simple yet powerful strategy links your returns to the performance of the S&P 500 index. The Point-to-Point strategy offers lower risk than investing directly in the S&P 500 because it guarantees no loss, called the floor, even if the S&P 500
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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: Charity Donations, How to Maximize
By ira
Our clients prioritize giving to CHARITY. Our role is to maximize the impact of their generousity and provide financial support for their causes in good and bad economic times. Ira discusses on TriathlonTV several strategies that will make donations of all sizes larger. Appreciated assets and Donor advised funds sound complicated, but in fact take
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