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Patron Partners
Patron Partners
Home
Meet the Team
About Us
Services
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Client Login
Home
Meet the Team
About Us
Services
News
Client Login
Contact Us
Anna Dhuet 10/6/26 Anna Dhuet 10/6/26

RMD Reminder: What You Need to Know

RMDs are required minimum distributions investors must take every year from their retirement savings accounts.

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Anna Dhuet 10/6/26 Anna Dhuet 10/6/26

Coordinating an ABLE Account and Special Needs Trust

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Anna Dhuet 10/6/26 Anna Dhuet 10/6/26

Special Needs Trust Overview

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Anna Dhuet 10/6/26 Anna Dhuet 10/6/26

ABLE Account Overview

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Tax Harvesting Strategies
HackedCrusade . 10/6/26 HackedCrusade . 10/6/26

Tax Harvesting Strategies

Maximizing After-Tax Returns Through Smart Planning

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Roth IRA Strategy and 529’s
HackedCrusade . 10/6/26 HackedCrusade . 10/6/26

Roth IRA Strategy and 529’s

Turning Leftover 529 Funds into Long-Term Opportunity

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Backdoor Roth IRA Strategy
HackedCrusade . 10/6/26 HackedCrusade . 10/6/26

Backdoor Roth IRA Strategy

A Simple Path to Tax-Free Growth

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Patron Partners, LLC

11700 Katy Fwy., Ste. 100
Houston, TX 77079
Main Line: 713-244-8848
Fax: 713-244-8643

About Us
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Steve Caton
Rick Figueroa
Sandy Voll‍ ‍Christian Saldivar ‍ ‍Anna Dhuet ‍ ‍David Moriarty ‍ ‍Mark Corcoran

Privacy Policy | ADV Disclosure Brochure | FormCRS

Investment Advisory Services offered through Patron Partners, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission (SEC). Registration does not imply any level of skill or training. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. Investments involve risk and unless otherwise stated, are not guaranteed. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these websites.

 
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