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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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
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Understanding Long-Term Care Insurance Protect Your Future with Smart Planning About This Video 🛡️ Planning for the future isn’t just about saving for retirement—it’s about ensuring you have the right coverage to protect your health, finances, and loved ones. This video explores the essentials of **long-term care insurance** and why it’s a critical part of
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By ira
📊 Tax Loss Harvesting: Strategies, Benefits, and Considerations 📈 Introduction to Tax Loss Harvesting Tax loss harvesting is a valuable strategy for reducing taxable income and enhancing after tax returns. By understanding its mechanics and benefits, investors can effectively integrate tax loss harvesting into their financial planning, without compromising long-term goals. Realized Gains vs. Unrealized
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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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By ira
🎬 In this episode of TriathlonPartnersTV, we explain the benefits of Survivorship Life Insurance (also known as Second-to-Die Life Insurance). This is an important tool for estate planning, especially with changes to tax laws coming soon. ⚠️ Estate tax thresholds are set to expire in 15 months, which may cut tax-free limits in half. New
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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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🔍 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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By ira
🔍 Unlocking the Power of Tax-Efficient Investing 🔍 In this episode of TriathlonPartnersTV, we dive into a crucial yet often overlooked aspect of investing: taxes! Discover how tax rates can significantly impact your overall returns and learn how Triathlon Partners LLC is dedicated to tax-efficient investing to maximize your after-tax cash flow. We turn account
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By ira
The American Housing & Economic Mobility Act will lower the estate exemption and raise estate tax rates, which will start at 55%. When current income brackets expire at the end of 2025, which direction will they go? Is your current marginal federal income bracket 32%? How high is your state and city tax, 6%, 10%,
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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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Diversification is Integral to Long Term Investment Success
Unlock the Power of Diversification with Triathlon Partners Diversification Insights by “The Original IRA,” Ira Koyner The secrets to building a resilient investment portfolio are revealed through the power of diversification. Whether you’re a seasoned investor or just starting your financial journey, diversification is key to reducing risk and maximizing returns. 💼💡 What is Diversification?:
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