By ira
Learn how integrating tax planning with your investment strategy can reduce tax drag and improve after-tax returns at every stage of life.
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By ira
Compare alternatives to high-fee investment funds in 2026, from index funds to fiduciary advice. See how lower costs support long-term portfolio growth.
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By ira
Learn how to consolidate multiple retirement accounts with a step-by-step checklist covering rollovers, tax rules, and when consolidation makes sense.
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By ira
Learn how to reduce taxes on a business sale with proven strategies like QSBS, installment sales, and CRTs. Plan your tax-efficient exit before you sell.
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By ira
Discover tax strategies for high net worth in 2026, from tax-loss harvesting to estate planning. Learn how to keep more of what you’ve built.
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By ira
Discover the best retirement planning strategies for 50 year olds, from catch-up contributions to tax-efficient withdrawals. Start building your plan.
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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
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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
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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
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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.
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By ira
Structured Note Opportunities – August 2025 These notes were issued and are no longer available. They are shown here to explain how these kinds of notes work. The structured notes issued this month offer growth potential with defined protection features as well as opportunities to earn high yielding coupons. Offers include SPXFP (S&P Futures Excess
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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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