Structured Notes for Income Generation & Market Uncertainty – Insights from Triathlon Partners

📺 In this episode of TriathlonPartnersTV, Ira Koyner, "The Original IRA," dives deep into income-generating structured notes—a powerful investment tool for those hesitant about entering the equity market at current high valuations. With concerns about tariffs, policy changes, and Federal Reserve decisions, many investors are looking for alternatives that offer higher returns while managing risk.

🔹 Key Insights from The Original IRA:
✔ Why investors are hesitant about equities – The impact of high market valuations, Federal Reserve policy, and economic uncertainty.
✔ What structured notes offer – Fixed interest payments with potentially higher returns than money market funds or short-term treasuries.
✔ The risk of staying in money market funds – As the Fed cuts interest rates, money market yields will decline rapidly.
✔ How income structured notes work – They pay a fixed interest coupon as long as the market remains above a predetermined level, and they provide downside protection compared to direct equity market investments.
✔ Who should consider structured notes – Investors looking to reduce volatility, increase income potential, and efficiently manage taxes.
✔ Why tax efficiency matters – Using structured notes inside 401(k)s, Roth IRAs, or other tax-deferred accounts can help avoid immediate capital gains taxes.

📞 Appropriate Investments For:
🔹 Investors seeking higher returns than traditional money market funds, short-term U.S. bonds, or Multi-Year Guaranteed Annuities (MYGAs).
🔹 Individuals concerned about equity market volatility but still wanting market exposure.
🔹 Investors looking for higher fixed income alternatives with potential liquidity benefits.
🔹 Tax-conscious individuals who want to optimize returns by using structured notes in tax-deferred accounts.
🔹 Anyone seeking diversified income strategies to enhance portfolio performance while mitigating downside risk.

📩 Get in Touch with Triathlon Partners
🌐 Website: www.TriathlonPartners.com
📧 Email: hello@TriathlonPartners.com
📞 Phone: 475-241-4417

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⚠ Disclosure & Disclaimer
Triathlon Partners LLC is a registered investment adviser. The information in this video is for educational purposes only and does not constitute an offer or solicitation for the sale or purchase of any securities, investments, or strategies. Investments involve risk and are not guaranteed. Past performance is not indicative of future results. Please consult with a qualified financial adviser and/or tax professional before implementing any investment strategy.

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