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Private Preferred Stock and Other Investment Strategies

EPISODE · Apr 6, 2025 · 25 MIN

Private Preferred Stock and Other Investment Strategies

from The Prosper Podcast · host Keith Singer

Private preferred stock may be an alternative for wealthier individuals and families who want to save on taxes. Keith and David look at what this is and how to take advantage of its tax preferred status in your portfolio if it pertains to you.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.

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Private Preferred Stock and Other Investment Strategies

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