Structured Note: Protect Against Market Selloffs without Triggering Taxes or Limiting Gains
By ira
Protect Against Market Selloffs This note was issued and is no longer available. It is shown here to explain how this kind of note works. This 18-Month S&P 500® Structured Note can turn part of your fixed-income allocation into the downside protection your portfolio wants. 📉➡️📈 For investors seeking tax-aware risk management and cash/fixed-income alternatives
Read More
Long Term Care: What You Need to Know
By ira
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 With Your Plan Before picking a product, answer
Read More
Custom Structured Note: Rainbow with 1.7 Participation Multiplier
By ira
Custom Structured Note – 1.7 Multiplier This note was issued and is no longer available. It is shown here to explain how this kind of note works. 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
Read More
Smart Charitable Giving: Donate Stock, QCDs, CRT & CLT
By ira
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. Planning note: New charitable-deduction rules took effect in 2026.
Read More
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
Read More
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
Read More
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
Read More
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
Read More
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
Read More
Invest Smarter During Market Corrections
By ira
📉 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
Read More
Structured Notes: Smarter Than Dollar-Cost Averaging:
By ira
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
Read More
Protect Your Portfolio | How to Reduce Risk and Grow Wealth
By ira
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
Read More