The Motley Fool

SEPTEMBER 16, 2024

in 1965 and the end of last year, it produced compound annualized returns of 19.8% average total return of the S&P 500 in that time. Over that span, Berkshire's total return has been 140 times that of the index. Buffett's stated reasoning for that move was that he wanted to take advantage of the current corporate tax rate.

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The Motley Fool

MARCH 8, 2024

The federal government is offering EV tax credits of up to $7,500 for qualifying new EVs, or up to $4,000 for used EVs. There are a lot of misconceptions about EV tax credits. The EV tax credits have gotten a bit confusing and limited for new cars in 2024. Let's look at a few of the big ones. In fact, many EVs do not.

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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.

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The Motley Fool

JUNE 30, 2023

These stocks tend to produce solid returns with less volatility. According to one study by Hartford Funds, 69% of the S&P 500 index's returns since 1960 are from reinvested dividends that compounded over time. In return, tenants have control over the property and pay cheaper rent than a standard lease agreement.

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The Motley Fool

MAY 27, 2024

The number to aim for Every year, the Social Security Administration puts a cap on wages subject to the Social Security tax. The 10 stocks that made the cut could produce monster returns in the coming years, potentially setting you up for a more prosperous retirement. Image source: Getty Images.

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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.

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The Motley Fool

SEPTEMBER 23, 2024

Ares Capital Ares Capital is a business development company ( BDC ), which means it can legally avoid paying income taxes by distributing nearly all its profit to shareholders as a dividend. It's been able to maintain or raise its payout since beginning a dividend program in 2011, with a brief exception in 2018.

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The Motley Fool

SEPTEMBER 30, 2024

These specialized entities are popular among income-seeking investors because they can avoid paying income taxes by distributing nearly all of their earnings to shareholders in the form of dividend payments. With a brief exception in 2018, it's been making monthly dividend payments that have risen or remained steady since 2011.

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The Motley Fool

OCTOBER 30, 2024

Although other billionaire money managers might outpace Buffett's annual return from time to time, the greater than 5,500,000% cumulative return the Oracle of Omaha has overseen in his company's Class A shares (BRK.A) One possible (benign) catalyst for this selling activity is tax implications. billionaire CEO, Warren Buffett.

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The Motley Fool

MAY 18, 2024

You're simply taxed throughout your earning life, thereby contributing to the pool of funds from which beneficiaries are paid.) 2009 0% 2010 0% 2011 3.6% The 10 stocks that made the cut could produce monster returns in the coming years, potentially setting you up for a more prosperous retirement. 1988 4% 1989 4.7%

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The Motley Fool

SEPTEMBER 22, 2024

Image source: Bank of America Buffett and Bank of America Buffett has long been a fan of Bank of America, singing the praises of CEO Brian Moynihan time and again, and he's owned the stock since he bought preferred shares of BofA in 2011. The 10 stocks that made the cut could produce monster returns in the coming years.

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The Motley Fool

MAY 18, 2024

Admittedly, Alphabet's dividend return of 0.5% Nonetheless, some tech stocks have begun to offer cash returns significantly exceeding the S&P 500 's 1.3% As a real estate investment trust ( REIT ), it pays at least 90% of its net income in dividends in exchange for an income tax exemption on its operational profits.

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The Motley Fool

SEPTEMBER 7, 2024

REITs are also required to pay out at least 90% of their taxable income as dividends to maintain a favorable tax rate. STAG pays monthly dividends, and it's consistently increased its payout every year since its IPO in 2011. The 10 stocks that made the cut could produce monster returns in the coming years.

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The Motley Fool

AUGUST 6, 2024

Delivering an aggregate return of more than 5,180,000% in Berkshire's Class A shares (BRK.A) since becoming CEO in 1965, and effectively doubling up the annualized total return of the broad-based S&P 500 spanning almost six decades, has garnered Buffett quite the following. When Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B)

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The Motley Fool

JULY 30, 2024

Bank of America (BofA) stock has performed well since Berkshire first invested in it in 2011, returning around 12% compounded annually. Or maybe it cut its position in anticipation of higher taxes. The 10 stocks that made the cut could produce monster returns in the coming years. The stake amounted to around $2.3

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The Motley Fool

MAY 26, 2024

What's more, it can be incredibly tax-efficient. Dividend Equity ETF has produced an annualized total return of 12.83% since its inception in late 2011. Investors shouldn't expect those kinds of returns indefinitely, though. The S&P 500 , for reference, has returned an average of 14.6% since the Schwab U.S.

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The Motley Fool

AUGUST 24, 2024

For example, a $100 million project with an 8x multiple would generate an average return of $12.5 million in EBITDA (earnings before interest, taxes, depreciation, and amortization) a year. Based on that type of return on growth projects, Energy Transfer should be about able to see its adjusted EBITDA rise from $15.5

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The Motley Fool

SEPTEMBER 22, 2024

Based on Bitcoin's recent price of $55,000, a $13 million target represents an astronomical 23,000% return if you buy today and hold for the next two decades. From 2011 to 2021, Bitcoin delivered annualized returns of 230% per year. And Bitcoin returned approximately 150% in 2023. Let's take a closer look.

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The Motley Fool

NOVEMBER 25, 2023

Multiply $5 billion by 17%, apply a 21% federal corporate income tax rate, and Plug seems to be saying it will earn $178.5 Plug will have a lot of tax-loss carry-forwards that it could use to increase its profits, once it turns profitable). million that year -- $0.29 per share -- in 2026. And probably more.

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The Motley Fool

MAY 13, 2024

During his annual Q&A with investors, Warren Buffett suggested that tax reasons were behind the hefty reduction in its Apple stake. The Oracle noted that while the peak marginal corporate income tax rate is currently 21%, fiscal policy changes are liable to increase this figure in the future.

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The Motley Fool

JULY 1, 2024

< Situated in the right basins, MPLX looks in good shape to continue growing its distributions, while its forward enterprise value (EV) -to-EBITDA (earnings before interest, taxes, depreciation, and amortization) valuation of 9.6 times multiple the sector traded at between 2011 to 2016.

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The Motley Fool

JANUARY 6, 2024

The IRS uses Social Security numbers for most taxpayers in tracking tax returns and reporting. Why new Social Security numbers don't mean anything Modernization led the Social Security Administration to change its methodology for assigning new Social Security numbers in 2011. The move came for several reasons.

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The Motley Fool

NOVEMBER 9, 2024

A comprehensive study conducted by Hartford Funds revealed that, during a 50-year span ended in 2023, dividend-paying stocks delivered an impressive annual return of 9.17%. Since its public debut in 2011, Stag has gone from owning just 93 properties to 573, establishing itself as a powerhouse in the U.S. Realty Income: 5.5%

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The Motley Fool

JANUARY 13, 2024

According to The International Energy Agency, the average range of EVs in 2021 was around 217 miles, up significantly from 2011, when the average range was 86 miles. The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*.

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The Motley Fool

APRIL 22, 2024

There's a maximum amount of earnings subject to Social Security tax every year. Investing can't offer that level of guaranteed growth, and if you look at the historic returns of the S&P 500 , you'll find it's averaged just 6.5% real returns annually. Here's the important thing for high earners, though.

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The Motley Fool

AUGUST 29, 2023

You need to put money into a 401(k) or other tax-advantaged retirement plan at a brokerage firm if you hope to enjoy any financial security as a senior because Social Security alone likely cannot support you once you leave the workforce. Image source: Getty Images Investing for retirement is one of the smartest money moves you can make.

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The Motley Fool

NOVEMBER 28, 2023

Earnings before interest, taxes, depreciation, and amortization ( EBITDA ) are up 13% over the same time frame. The company has increased its quarterly payout a stunning 470% since its dividend program began in 2011. That's making GAAP earnings look lousy despite strong underlying growth. at recent prices.

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The Motley Fool

AUGUST 23, 2023

Income-seeking investors like BDCs because they can legally avoid paying income taxes as long as they distribute at least 90% of profits as a dividend. Except for a temporary dip in 2019, the BDC maintained or raised its payout since it began trading publicly in 2011. and AT&T wasn't one of them!

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The Motley Fool

JUNE 26, 2024

Low historic industry valuations Between 2011 to 2016, midstream companies on average traded at an enterprise value (EV) -to- EBITDA (earnings before interest, taxes, depreciation, and amortization) multiple of over 13.5 The 10 stocks that made the cut could produce monster returns in the coming years.

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The Motley Fool

FEBRUARY 7, 2024

Apple continued growing after Steve Jobs' death in 2011, and it expanded its ecosystem of subscription-based services while rolling out fresh products like the Apple Watch, AirPods, HomePod, and Vision Pro. The 10 stocks that made the cut could produce monster returns in the coming years. calls on Nike.

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The Motley Fool

SEPTEMBER 18, 2023

PennantPark Floating Rate Capital PennantPark Floating Rate Capital (NYSE: PFLT) is a business development company (BDC), which means it legally avoids paying income taxes by distributing at least 90% of profits to investors as a dividend. These rules make steady dividend growth extra challenging, but this BDC appears up to the task.

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The Motley Fool

JULY 15, 2024

Agree Realty Agree Realty is a real estate investment trust ( REIT ), which means it can legally avoid income taxes by distributing nearly all it earns to shareholders as dividend payments. On an annual basis, though, its dividend has risen steadily since 2011. At recent prices, it offers a 4.7%

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The Motley Fool

DECEMBER 24, 2023

For one, its shareholder returns have been spectacular. It has grown its base dividend by 22% annually since 2011 and has paid multiple special dividends and bought back considerable amounts of its own stock. return on equity over the past year, and a 1.72% return on assets. 2 producer of those products in the U.S.,

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The Motley Fool

JULY 13, 2024

Over that 59-year stretch, he steered the conglomerate to average annual returns of 19.8%, which is nearly twice the average annual return delivered by the S&P 500 index over the same period. It's right in the wheelhouse of a patient long-term investor like Buffett , which is why Berkshire has owned the stock since 2011.

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The Motley Fool

OCTOBER 12, 2024

There's also Microsoft's quarterly dividend, which the company has been paying consistently since 2004 and has raised every year since 2011. See 3 “Double Down” stocks » *Stock Advisor returns as of October 7, 2024 Danny Vena has positions in Canadian National Railway and Microsoft. The current yield of 0.8%

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The Motley Fool

AUGUST 26, 2024

That's a premium to the S&P 500, but the stock is arguably worth it as significant cash on its balance sheet and robust share buybacks support strong returns for shareholders. Berkshire currently benefits from favorable corporate tax policies that are set to expire at the end of 2025. interest rates to curb surging inflation.

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The Motley Fool

OCTOBER 27, 2024

That means its annual deliveries are on track to shrink for the first time since it launched the flagship Model S in 2011 -- even though the company has drastically slashed prices over the past year to boost demand. Tesla delivered 1.29 million EVs in the first three quarters of 2024, which represented a drop of 2.3%

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