Asset Protection and Tax Planning

Asset protection is an important strategy to make sure your assets can be kept in case of legal actions. Keith and David discuss ways this can and should be done, as well as various tax strategies such as direct indexing and donating appreciated stock, as well as Roth conversions and private placement life insurance. In an extra segment, Keith talks with Ziv Tamir, a local dealer specializing in obtaining hard to find luxury watches.The Prosper Podcast is the podcast version of Prosper with Keith Singer, the weekly radio program featuring Keith Singer and David Friedland of Boca Raton, Florida based Singer Wealth Advisors. Keith and David discuss various financial topics and investment opportunities many people may not know about, and how they relate specifically to retirement planning.