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Contact our Self-Directed Experts. Schedule A Call or Leave A Message

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Schedule A Call or Leave a Message

Sabrina Fitzpatrick

Questions? Text us at (845) 253-9306.

About Sabrina Fitzpatrick

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So far Sabrina Fitzpatrick has created 6 blog entries.

Investing in Promissory Notes With a Self Directed IRA

One of the lesser known investment assets enabled by a Self Directed IRA is the promissory note. Let’s break down how a promissory note works, how a Self Directed IRA can invest in one, and what are some of the pitfalls that should be avoided.  What is a Promissory Note? A promissory note is in its essence a bill of debt. The investor gives [...]

2021-08-25T14:44:14-04:00 August 25th, 2021|Financial News, How To, Real Estate Investing|

Retirement Investing News

The past few years have shown America's volatility in almost every asset class. That means it’s harder to be consistent in retirement investing. However, that doesn’t make it any less important. Now, more than ever, investors should be aware of trends and news that can affect their retirement saving. Here are some of the latest [...]

2021-06-30T17:07:22-04:00 June 30th, 2021|Current Headlines, Financial News|

SECURE 2.0 – What You Need to Know

Retirement legislation has often been characterized as being confusing and without obvious benefits. However, the IRS and the government at large has begun making a move towards more taxpayer friendly laws and clear communications. In late 2019, the SECURE Act was passed. This was a series of retirement law reboots that sought to make retirement planning more workable for the [...]

2021-05-26T12:22:00-04:00 May 26th, 2021|Current Headlines, Financial News|

The Taxpayer Bill of Rights – Part 2

Last week we started a discussion about the Taxpayer’s Bill of Rights. This is an official IRS document that outlines what taxpayers can expect in the way of fair treatment. The first half of the list focused on elements of the product and the system. Now we’ll jump into the second half of the list which covers some more fundamental rights, as well as one that functions as an obvious olive branch.

2021-03-24T16:54:15-04:00 March 24th, 2021|Financial News, Uncategorized|

Solo 401(k) – New 2020 Deadlines

Tax code can be confusing but that shouldn’t stop you from getting the maximum benefit. Let’s break down a recent tax change involving the new Solo 401(k) deadline and clarify what it means for you. (If you happen to enjoy tax law in all of its glorious complexity, you can check out the original Congressional bill here. Pay particular attention to Sec. 201.) Two Types of Solo 401(k) Contributions The Solo 401(k) [...]

2020-11-17T16:10:15-05:00 November 17th, 2020|Current Headlines, Financial News|

Custodial or Checkbook Control Plan: Which is Best for You? We Offer Both.