The Motley Fool

FEBRUARY 4, 2025

times analysts' estimates for 2025 EBITDA (earnings before interest, taxes, depreciation, and amortization). Apple: if you invested $1,000 when we doubled down in 2008, youd have $44,694 !* But Vicki does know how to separate oil from rock, and that's an uncommon talent, valuable to her shareholders and to her country."

Portfolios 234

Portfolios Stakes Investing Shareholders 234

The Motley Fool

MARCH 6, 2025

Cracker Barrel also said it expects to earn adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) of $210 million to $220 million, up from a previous guidance range of $200 million to $215 million. Apple: if you invested $1,000 when we doubled down in 2008, youd have $44,694 !*

Enterprise Values 130

Enterprise Values Amortization Depreciation Earnings Before Interest 130

The Motley Fool

NOVEMBER 2, 2024

Its adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) jumped 20% to $3.8 A big one is that they send their investors a Schedule K-1 federal tax form each year, which can complicate and add to the expense of filing your taxes. The midstream giant will likely report strong results.

Mergers and Acquisitions 245

Mergers and Acquisitions Taxes Amortization Depreciation 245

The Motley Fool

OCTOBER 21, 2024

These funds typically boast lower turnover rates compared to actively managed alternatives, a characteristic that substantially reduces investors' tax liabilities. To put this into perspective, a $10,000 investment at the fund's launch, with dividends reinvested and assuming no tax liabilities, would have burgeoned to $69,250 today.

Liabilities 246

Liabilities Taxes Exchange-Traded Funds Stock Market 246

The Motley Fool

FEBRUARY 13, 2025

to 28.8%, and it narrowed its adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) loss from $13.1 Apple: if you invested $1,000 when we doubled down in 2008, youd have $44,908 !* It did grow sales in all three of its regions, but 5% growth is still an underwhelming result for the company. million to $6.1

Amortization 130

Amortization Depreciation Earnings Before Interest Taxes 130

The Motley Fool

FEBRUARY 28, 2025

Additionally, Nerdy's leadership said its adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) would be a loss of $7 million at the midpoint, down drastically from positive EBITDA of $24,000 in the first quarter of 2024. Apple: if you invested $1,000 when we doubled down in 2008, youd have $44,990 !*

Amortization 130

Amortization Depreciation Earnings Before Interest Taxes 130

The Motley Fool

OCTOBER 9, 2024

An income tax benefit of $112 million (compared with a $543 million tax payment in the first half of 2023) gave IBM a critical break on income taxes, allowing the company's profit to rise significantly. Additionally, the income tax benefit that ignited the 37% net income growth is a one-time event.

Consulting 244

Consulting Consultants Taxes Debt 244

The Motley Fool

NOVEMBER 28, 2024

Since withdrawals in retirement are tax-free, housing aggressive growth investments in a Roth can maximize the benefits of long-term capital appreciation. The long-term view A Roth IRA's tax advantages make it particularly well suited for aggressive growth investments. A Roth IRA offers unique advantages for growth investing.

Funds 234

Funds Taxes Returns Portfolios 234

The Motley Fool

APRIL 9, 2025

Those net leases provide it with very stable rental income, because tenants cover real estate taxes, building insurance, and routine maintenance. Apple: if you invested $1,000 when we doubled down in 2008, youd have $35,715 !* It net leases its properties under long-term agreements with many of the world's leading companies.

Taxes 130

Taxes Portfolios Returns Companies 130

The Motley Fool

MARCH 19, 2025

Tax-efficient moves Uncle Sam will want a share of your gains at some point. If you just open a standard brokerage account, you'll put after-tax dollars into that account and then pay capital gains tax when you sell your investments and withdraw the resulting cash. There are several options on the table.

Taxes 228

Taxes Exchange-Traded Funds Accounting Funds 228

The Motley Fool

MARCH 5, 2025

Adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) was supposed to stop near $363 million. Apple: if you invested $1,000 when we doubled down in 2008, youd have $44,730 !* Learn More That was still below everyone's expectations, though.

Amortization 130

Amortization Depreciation Earnings Before Interest Prospects 130

The Motley Fool

NOVEMBER 6, 2024

For its smokeable segment, revenue net of exercise taxes rose 1.2% Revenue net of excise taxes in its oral products segment, meanwhile, rose 5.8% Overall revenue net of excise taxes rose 1.3% Apple: if you invested $1,000 when we doubled down in 2008, you’d have $41,999 !* Discount brand shipments plunged 28.4%.

Taxes 246

Taxes Debt Leveraging Companies 246

The Motley Fool

OCTOBER 10, 2024

federal legalization, burdensome tax regimes, and competition from the black market. More notably, Green Thumb achieved a GAAP net income of $21 million and adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) of $94 million. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,710

Legal 246

Legal Taxes Amortization Depreciation 246

The Motley Fool

NOVEMBER 21, 2023

Am I ready to worry more about taxes? No one enjoys paying income taxes, but contributing your fair share to society is important. As a W-2 worker, you probably don't spend a ton of time thinking about those taxes -- but if you become a full-time freelancer, taxes become a much bigger part of your world.

Taxes 246

Taxes Finance Financing Debt 246

The Motley Fool

JULY 2, 2024

Unlike income tax , for 2024 the Social Security Administration stops taking out additional Social Security taxes once your earned income exceeds $168,600. Because taxing any degree of your income beyond that amount wouldn't make your monthly payments any bigger once you claim retirement benefits. There are limits, though.

Taxes 246

Taxes Funds Returns Investing 246

The Motley Fool

NOVEMBER 21, 2024

In 2008, it cut its dividend to the point of practically outright suspending it and didn't start raising it again until 2014. It's what's called a net lease REIT, which means it's the renter rather than the landlord that's responsible for costs such as taxes, insurance, and maintenance. That doesn't mean things are always easy.

Banks 244

Banks Taxes Shareholders Assets 244

The Motley Fool

OCTOBER 20, 2024

Buffett and Berkshire have done well with Bank of America Buffett helped Bank of America recover from the 2008 financial crisis , infusing the struggling bank with $5 billion in exchange for preferred stock and warrants to buy an additional 700 million shares at just over $7 per share before 2021.

Securities and Exchange Commission (SEC) 245

Securities and Exchange Commission (SEC) Banks Shareholders Stakes 245

The Motley Fool

MARCH 20, 2025

And that's even as the company's bottom line got a boost from tax-related adjustments this past quarter. Apple: if you invested $1,000 when we doubled down in 2008, youd have $40,808 !* Unfortunately, even with the stock's heavy decline this year, it's still trading at more than 70 times its trailing profits.

Taxes 130

Taxes Investors Returns Companies 130

The Motley Fool

MARCH 28, 2025

While not currently profitable, SoundHound AI expects to achieve positive adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) by the end of this year. Apple: if you invested $1,000 when we doubled down in 2008, youd have $42,000 !*

Amortization 294

Amortization Depreciation Earnings Before Interest Taxes 294

The Motley Fool

OCTOBER 12, 2024

Each year, the Social Security Administration collects taxes on your wages. That's because Social Security caps the amount of wages you pay taxes on in any given year. If you don't pay taxes on the wages, they don't count toward your earnings history. For 2025, the earnings limit will be $176,100.

Taxes 246

Taxes 246

The Motley Fool

NOVEMBER 8, 2024

Buffett told shareholders he's taking advantage of the current tax law to realize capital gains at a lower tax rate. The current corporate tax rate is set to revert from 21% to 35% after 2025. It doesn't make sense to sell an asset well below intrinsic value just to save on taxes.

Investors 246

Investors Stakes Banks Taxes 246

The Motley Fool

NOVEMBER 10, 2024

However, there's much less of a tax drag on the transaction. Share repurchases incur a 1% tax (paid by the business); qualified dividends are taxed at the long-term capital gains tax rate (paid by the shareholder). Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,982 !*

Shareholders 234

Shareholders Returns Capital Taxes 234

The Motley Fool

NOVEMBER 25, 2023

Step 2: Earn the maximum taxable amount each year If you want the maximum Social Security retirement benefit, you have to pay the maximum Social Security tax for at least 35 years. Social Security taxes only apply to applicable wages earned up to a certain value each year. Every year, that number is adjusted for inflation.

Taxes 246

Taxes Funds Investing 246

The Motley Fool

NOVEMBER 6, 2024

Here's the salary you need to get the maximum benefit Most people pay Social Security taxes on their entire paycheck during their career. But high earners might not pay the tax on every penny they earn. Any amount earned above that cap won't incur taxes, but it also won't count toward your earnings history.

Taxes 246

Taxes Investing 246

The Motley Fool

FEBRUARY 13, 2025

Its debt-to-EBITDA (earnings before interest, taxes, depreciation and amortization) multiple is a reasonable 1.4, Apple: if you invested $1,000 when we doubled down in 2008, youd have $44,908 !* It did have to upend its once cash-heavy balance sheet to finance the $2.5

Debt 147

Debt Amortization Depreciation Earnings Before Interest 147

The Motley Fool

OCTOBER 27, 2024

Buffett attributed the decision to his belief that the government would raise the corporate tax rate in the future to get a handle on widening fiscal deficits. In that scenario, selling Apple stock in the present allowed Berkshire to keep a greater portion of the capital gains than it otherwise would have if the tax rate were higher.

Taxes 244

Taxes Stakes Financial Services Shareholders 244

The Motley Fool

AUGUST 16, 2024

Selling your investments can not only lock in any potential losses, but it could also come with hefty taxes or fees. Even if you're only investing through a company 401(k) or IRA , withdrawing your savings before age 59 1/2 could result in a 10% penalty and income taxes on the amount you withdraw.

Stock Market 246

Stock Market Stock Market Investing Debt 246

The Motley Fool

MARCH 20, 2025

Alongside the other two featured stocks, Johnson Controls trades on an undemanding ratio of enterprise value to earnings before interest, taxes, depreciation, and amortization ( EBITDA ) and is worth picking up on a dip. Apple: if you invested $1,000 when we doubled down in 2008, youd have $40,324 !*

Enterprise Values 130

Enterprise Values Amortization Depreciation Banks 130

The Motley Fool

DECEMBER 3, 2024

It expects to increase its adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) by 7% to 9% annually through 2026, fueled by expansion projects and acquisitions, including the recently closed purchase of three gas utilities. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $44,946 !*

Shareholders 244

Shareholders Amortization Depreciation Earnings Before Interest 244

The Motley Fool

JUNE 5, 2024

It's the largest tobacco company in America, it generates stable earnings growth, it's raised its dividend every year since it spun off Philip Morris International in 2008, and it pays a high forward yield of 8.5%. To maintain a favorable tax rate, they need to pay out at least 90% of their taxable earnings as dividends.

Taxes 244

Taxes Debt Returns Investors 244

The Motley Fool

OCTOBER 11, 2024

Aehr's shares look expensive but revenue could skyrocket For the fiscal year ending next May, management projects "at least" $70 million in revenue and earnings before taxes of "at least" 10% of revenue. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,329 !*

Taxes 239

Taxes Companies Returns Investing 239

The Motley Fool

OCTOBER 5, 2024

With the program's monthly payments being capped at $4,873, to avoid penalizing you by withholding benefits you'd otherwise be paying for, the Social Security Administration (SSA) also caps how much of your income it taxes. This year's maximum taxable income is $168,600.

Taxes 246

Taxes Banks Accounting Funds 246

The Motley Fool

OCTOBER 12, 2024

That allows REITs to avoid corporate-level taxation, though it's important to note that their dividends are taxed at an investor's normal income tax rate. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,047 !* Uncle Sam still wants his cut.) Image source: Getty Images.

Investing 246

Investing Pension Funds Bidding Taxes 246

The Motley Fool

DECEMBER 18, 2024

Because of that, it can be a good alternative or complement to a position in Energy Transfer for those comfortable with investing in MLPs (which send investors Schedule K-1 Federal tax forms each year). Apple: if you invested $1,000 when we doubled down in 2008, youd have $47,543 !* Then youll want to hear this.

Leveraging 130

Leveraging Debt Assets Capital 130

The Motley Fool

JUNE 30, 2023

Because of this tax structure, REITs can deliver high dividend yields, and Realty Income's dividend currently yields more than 5%. With this type of lease, tenants must pay all of the expenses related to the property, including property taxes, insurance, and maintenance. To do so, it uses something called triple-net leases.

Shareholders 244

Shareholders Taxes Capital Returns 244

The Motley Fool

MARCH 13, 2025

For 2025, analysts expect its revenue and adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) to rise 26% and 41%, respectively, as it maintains that momentum. Apple: if you invested $1,000 when we doubled down in 2008, youd have $41,138 !* million, or 10% of its total funded customers.

Amortization 130

Amortization Depreciation Earnings Before Interest Accounting 130

The Motley Fool

APRIL 20, 2024

For instance, in 2023 the maximum proportion of your wages taxed for Social Security purposes was $160,200. Thirty years ago the Social Security Administration stopped taking out Social Security taxes once your wages reached $60,600. This wasn't always the number, for the record. The year before that, it was $147,000.

Taxes 246

Taxes Banks Stock Market Stock Market 246