Triathlon Partners

Long Term Care: What You Need to Know

ira By ira
October 3, 2025

Long Term Care Planning | Triathlon Partners LLC Long Term Care: What You Need to Know 70% of adults will eventually qualify for long term care services. Build a plan that protects your family, preserves choice, and aligns with your goals. Watch Ira Koyner, The Original IRA explain Long Term Care in this video: Start

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Custom Structured Note: Rainbow with 1.7 Participation Multiplier

ira By ira
September 16, 2025

Custom Structured Note – Rainbow with 1.7 Multiplier | Triathlon Partners LLC Custom Structured Note – 1.7 Multiplier The Original IRA — Ira Koyner — is pleased to announce an exclusive, custom structured note available only through Triathlon Partners LLC. It’s designed to participate in equity-market growth with a favorable boost. Watch Ira Koyner explain

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Smart Charitable Giving: Donate Stock, QCDs, CRT & CLT

ira By ira
August 25, 2025

Smart Charitable Giving: Donate Stock, QCDs, CRT & CLT Tax-Efficient Charitable Giving Smart Charitable Giving: Donate Stock, QCDs, CRT & CLT Give more to charity and keep more in tax savings. This guide covers donating appreciated stock, QCDs, and advanced strategies like CRT and CLT, plus when to use a DAF and smart year-end tactics.

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Structure Permanent Life Insurance to Maximize Cash Value

ira By ira
August 14, 2025

Properly Structure Permanent Life Insurance 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

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Indexed Universal Life | The Best Investment for Long-Term Goals

ira By ira
July 29, 2025

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 one of the most powerful tools for building long-term, tax-advantaged wealth? In this episode of Triathlon Partners TV, Ira Koyner—founder of

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Best Strategies for Sideways Markets | Structured Notes July 2025

ira By ira
July 11, 2025

📈 July 2025 Structured Note Opportunities: Hedging After the Rally 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 the Nasdaq-100 (NDX) up 11.7%. Since the April bottom, SPY has gained 14.4% and NDX has rallied an impressive 18.9%. These

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Build A Portfolio with Protection Against Market Sell Offs

ira By ira
June 11, 2025

📉 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

ira By ira
June 10, 2025

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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ROTH IRA Limitations EXPLAINED | A Smarter Alternative

ira By ira
June 8, 2025

🎯 Feeling limited by Roth IRA rules? You’re not alone. In this video, we break down the 2025 Roth IRA contribution limits, income phase-outs, early withdrawal penalties, conversion tax, and the key drawbacks that many investors overlook. But more importantly — we introduce a smarter alternative, Indexed Universal Life, IUL, that provides greater flexibility, point

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Invest Smarter During Market Corrections

ira By ira
April 13, 2025

📉 Invest Smarter During Market Corrections Hosted by: Ira Koyner, The Original IRAPresented by: Triathlon Partners TV “How do you like the market correction we’re having?” If your portfolio is down 10–20%, you’re not alone—and you’re probably feeling frustrated. In this episode, Ira Koyner dives into what investors can do now to protect and grow their portfolios

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Structured Notes: Smarter Than Dollar-Cost Averaging:

ira By ira
April 13, 2025

Smarter Than Dollar-Cost Averaging: Structured Notes Posted by: Triathlon Partners TVHost: Ira Koyner – The Original IRA Episode Summary Dollar-cost averaging is a common strategy during market downturns, but what if there’s a smarter alternative? In this episode of Triathlon Partners TV, Ira Koyner introduces structured notes—investment tools that offer downside protection and enhanced upside potential. Learn

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Protect Your Portfolio | How to Reduce Risk and Grow Wealth

ira By ira
March 16, 2025

Protecting Your Portfolio How to Reduce Risk and Grow Wealth with Smarter Investments Are You Concerned About Market Volatility? Many investors worry about **market downturns** but still want **strong returns**. Discover **innovative investment strategies** that offer downside protection and **tax-deferred growth**. What You’ll Learn Better Investment Strategies Smart Solutions to Reduce Risk Why This Matters

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