The Motley Fool

APRIL 16, 2024

If you're worried about home battery charging and suffer from range anxiety, there are ways to get a good deal on a car in 2024 -- and even qualify for EV tax credits -- without committing to a fully electric vehicle. Used Toyotas of this model will qualify for used EV tax credits of up to $4,000.

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Taxes Financing Finance Companies 246

The Motley Fool

SEPTEMBER 16, 2024

He's 73 years old, and overseeing one of the largest insurance companies in the world with $169 billion in annual float is a taxing full-time job. Price to Book Value data by YCharts And if one were thinking of selling any stock in the next few years, now might be a good time to do it because of a potential change in tax policy.

Stakes 246

Stakes Taxes Shareholders Banks 246

The Motley Fool

AUGUST 2, 2024

The tax deduction you receive upfront can help you save more today and build a big nest egg quickly. But eventually, the government wants its tax revenue. And with some clever planning, you could significantly minimize the impact of RMDs on your taxes. You'll be required to pay taxes on the amount you convert.

Taxes 244

Taxes Accounting Liabilities Assets 244

The Motley Fool

SEPTEMBER 25, 2024

Apple Berkshire first took a stake in Apple during the first quarter of 2016, and it became the biggest position in the company's portfolio by the fourth quarter of 2017. federal government has run a historic deficit in recent years, and Buffett believes higher taxes will be used to remedy the situation at some point.

Taxes 245

Taxes Shareholders Stakes Capital 245

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 237

Taxes 237

The Motley Fool

DECEMBER 26, 2023

Image source: Getty Images Itemizing deductions can be a good strategy to reduce your tax bill -- but only if your itemized deductions add up to a bigger number than your standard deduction. Most taxpayers end up being better off taking the standard deduction, and about 90% of tax returns do this, according to IRS data.

Taxes 244

Taxes Returns Companies 244

The Motley Fool

AUGUST 20, 2024

The report tells how victims of these scams face huge tax bills after having their bank or brokerage firm accounts cleaned out. The tax bills can be traced back to the Tax Cuts and Jobs Act (TCJA), a 2017 bill that eliminated fraud victims' ability to deduct losses from their federal income tax.

Accounting 130

Accounting Taxes Banks Financial Institutions 130

The Motley Fool

OCTOBER 9, 2024

workers pay Social Security payroll taxes throughout their careers. in taxes, totaling 12.4%. The good news is that not all income is eligible for Social Security payroll taxes. Add that to the tax implications of the wage base limit, and it's worth ensuring you know the number heading into 2025.

Taxes 130

Taxes 130

The Motley Fool

OCTOBER 20, 2024

He exercised the warrant in 2017 when the stock was trading above $24. He may want to lock in that profit before his company might have to pay more in taxes to Uncle Sam. Although he didn't sell the shares, he netted an on-paper profit of $12 billion in just six years.

Securities and Exchange Commission (SEC) 217

Securities and Exchange Commission (SEC) Banks Shareholders Stakes 217

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 20, 2024

22 2017 0.3% That can have a significant impact on how much you pay in taxes during retirement since Social Security taxation thresholds do not get an inflation adjustment. Rank Year COLA 1 2023 8.7% 2 2022 5.9% 3 2009 5.8% 4 2006 4.1% 5 2012 3.6% 6 2001 3.5% 7 2007 3.3% 8 2024 3.2% 9 2019 2.8% 10 2005 2.7% 11 2002 2.6% 12 2025 2.5%

Taxes 227

Taxes Portfolios 227

The Motley Fool

APRIL 27, 2024

You can't get electric vehicle tax credits" There's been a lot of media headlines about electric vehicle tax credits of up to $7,500 for the purchase of a new EV. But did you know: some hybrid cars can also qualify for EV tax credits? Here are a few, according to the U.S.

Taxes 237

Taxes Funds Companies 237

Private Equity Wire

OCTOBER 18, 2024

The Investment 360 Index is based on research with 138 UK market stakeholders, including private equity investors, management teams, corporate finance providers and business advisors, and has been run by CIL, the independent international management consultancy, since 2017.

Taxes 87

Taxes Consulting Consultants Finance 87

The Motley Fool

SEPTEMBER 24, 2024

That turnaround led to Celsius' return to the Nasdaq in 2017. John Fieldly, who served as Celsius' CFO from 2012 to 2017, became its permanent CEO in 2018. When it finally returned to grocery stores, it shrewdly placed its drinks in the health and beauty aisles instead of the beverage section. Adjusted EBITDA margin 12.2%

Initial Public Offering 236

Initial Public Offering Earnings Before Interest Amortization Depreciation 236

The Motley Fool

DECEMBER 4, 2023

The thinking is that prices will be lower because of potential tax advantages, less competition, and sellers who really want to get the deal done. Reason 2: There are tax benefits to buying a house at the end of the year To be clear, there used to be decent tax benefits to buying or selling a house before the end of the year.

Taxes 246

Taxes Financing Finance Funds 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 Returns Funds Investing 246

The Motley Fool

SEPTEMBER 13, 2024

Invesco's number-crunching indicates that back in 2017 the market's 10 largest names collectively accounted for a little over 21% of the S&P 500's total value. In this same vein, do know that the Invesco fund's regular quarterly rebalancing creates recurring tax liabilities for positions held outside of tax-deferring retirement accounts.

Exchange-Traded Funds 245

Exchange-Traded Funds Liabilities Taxes Funds 245

The Motley Fool

MARCH 4, 2024

If you worked remotely in 2023, you may be wondering if you can get a tax break for doing so. Here's what you need to know before filing your tax return. Read more: we researched free tax software and put together a list of the best options here Who can claim the home office deduction? That included home offices.

Taxes 130

Taxes Depreciation Returns 130

The Motley Fool

FEBRUARY 12, 2024

This period included the financial crisis that began in 2007, the oil price collapse from 2014 through 2017, and the COVID-19 pandemic. That means it issues K-1 tax forms, which make tax preparation more complicated. For example, Enterprise delivered a double-digit return on invested capital (ROIC) in every year since 2005.

Taxes 244

Taxes Prospects Leveraging Returns 244

The Motley Fool

SEPTEMBER 8, 2024

The SSA caps your annual earnings during your career for the purpose of determining how much you pay in Social Security tax at the rate of 12.8% (with half that coming from employees and half from their employers). Since you're not getting taxed on anything above that amount, the SSA doesn't count it toward your earnings history, either.

Taxes 246

Taxes 246

The Motley Fool

OCTOBER 5, 2024

That's because you won't pay any Social Security taxes on income above that limit. If you retire with considerable assets, there are also potential tax benefits to delaying your Social Security payments until age 70. For 2024, the limit is $168,600.

Taxes 246

Taxes Assets Capital 246

The Motley Fool

SEPTEMBER 28, 2024

Year Maximum Monthly Social Security Benefit 2014 $4,479 2015 $4,501 2016 $4,598 2017 $4,535 2018 $4,647 2019 $4,609 2020 $4,561 2021 $4,628 2022 $4,705 2023 $4,700 2024 $4,873 Data source: Social Security Administration. This limit is the highest income subject to Social Security taxes, and for 2024, it's $168,600 per year.

Taxes 246

Taxes 246

The Motley Fool

JANUARY 27, 2024

One of the biggest drags on retirement savings is taxes. If you want to minimize taxes, it pays to plan well in advance of when you'll need your retirement savings. And one of the best ways to mitigate your tax burden in retirement is with the strategic use of Roth accounts. Here are the tax brackets for 2024.

Taxes 130

Taxes Consulting Consultants Accounting 130

The Motley Fool

SEPTEMBER 15, 2024

Boatwright has served as Chipotle's chief operating officer since 2017. Today, he oversees the finance, tax, and investor relations functions within the company. Fortunately for bulls in the restaurant stock , Chipotle has moved to reassure investors. One decision was to promote Scott Boatwright to the interim CEO position.

Finance 239

Finance Financing Taxes Investors 239

The Motley Fool

JULY 3, 2024

The answer is that only some income is subject to Social Security payroll tax, and only the same amount of income is considered when Social Security benefits are calculated. Income above that amount is not subject to Social Security payroll tax, nor is it included in the benefits formula.

Taxes 246

Taxes Stakes Accounting Companies 246

The Motley Fool

SEPTEMBER 27, 2023

Year Max Monthly Social Security Benefit 2014 $3,425 2015 $3,501 2016 $3,576 2017 $3,538 2018 $3,698 2019 $3,770 2020 $3,790 2021 $3,895 2022 $4,194 2023 $4,555 Data source: Social Security Administration. The chart below shows how the maximum Social Security benefit has changed over the last decade. But there is a caveat.

Taxes 246

Taxes Accounting 246

The Motley Fool

AUGUST 20, 2024

From fiscal 2007 to fiscal 2017 (which ended in November 2017), its revenue grew at a compound annual growth rate (CAGR) of 3% as its earnings per share ( EPS ) rose at a CAGR of 2%. billion, while Carnival expects its adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) to rise 40% to $5.8

Enterprise Values 130

Enterprise Values Debt Leveraging Earnings Before Interest 130

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 Big Picture

AUGUST 12, 2024

Sorry, but “fake it till you make it” seems like a poor plan for thinking about the future… Previously : Time to Stop Believing Deficit B t (September 3, 2021) Stimulus, More Stimulus and Taxes (January 25, 2021) Cost of Financing US Deficits Falls (December 18, 2020) Can We Please Have an Honest Debate About Tax Policy?

Debt 138

Debt Taxes Finance Financing 138

The Motley Fool

SEPTEMBER 15, 2024

It has launched 52 of its Electron rockets since its maiden launch in 2017. Those growth rates are impressive, but the company's adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) missed its original expectations by a mile. It relocated its headquarters to California in 2013.

Mergers and Acquisitions 246

Mergers and Acquisitions Enterprise Values Earnings Before Interest Amortization 246

The Motley Fool

AUGUST 30, 2024

Individual retirement accounts (IRAs) can be an excellent tax-advantaged way to save for retirement, but they are only part of the picture. Oregon: $94,200 In 2017, Oregon became the first state to introduce an auto-IRA program. Make the most of tax-advantaged accounts The government wants you to save for your old age.

Taxes 130

Taxes Accounting Debt Banks 130

The Motley Fool

APRIL 15, 2024

Its ROIC has also been in the double digits every year since 2005 -- a period that included the Great Recession, the oil price collapse of 2014 to 2017, and the COVID-19 pandemic. This can make tax preparation more of a hassle. The LP has delivered an average return on invested capital (ROIC) of 12% over the last 10 years.

Debt 246

Debt Taxes Assets Return On Investment 246

Private Equity Professional

JUNE 25, 2024

Health-E Commerce (HEC) sells more than 2,500 FSA and HSA eligible products through its two online stores – FSA Store and HSA Store – that serve more than 70 million consumers that are enrolled in pre-tax health and wellness accounts. HEC is headquartered in New York City and is led by CEO Preston Farrington. “We

Taxes 100

Taxes Buyout Debt Finance 100

The Motley Fool

OCTOBER 21, 2024

It generated 74% of its earnings before interest, taxes, depreciation, and amortization ( EBITDA ) from its legacy liquids pipelines franchise. Enbridge significantly shifted its focus toward lower carbon energy in 2017 when it closed its needle-moving acquisition of gas pipeline giant Spectra Energy.

Mergers and Acquisitions 130

Mergers and Acquisitions Earnings Before Interest Amortization Depreciation 130

The Motley Fool

MARCH 24, 2024

Investors who like Enterprise Products Partners (and understand the tax complexities of owning an MLP ) should check out fellow MLP MPLX (NYSE: MPLX). billion of adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) and $5.3 compound annual rate since 2017. yielding distribution.

Leveraging 246

Leveraging Earnings Before Interest Amortization Depreciation 246

Private Equity Wire

AUGUST 30, 2024

Founded by Martin Jakobsen, a technology and cyber expert, in 2017, Cybanetix has grown rapidly to become one of the UK’s leading Managed Security Service Providers (MSSPs). Phoenix has partnered with Cybanetix’s founder team to support the company’s rapid organic growth in this fast-moving market. Cybanetix was advised by BCLP.

Due Diligence 97

Due Diligence Private Equity Firms Private Equity Firms Legal 97

The Motley Fool

JULY 22, 2023

From its initial public offering in April 2017 to its all-time high in August 2021, the stock skyrocketed an eye-watering 3,230%. In 2022, the company sold 413,000 cars, or more than nine times the 44,000 it sold just five years earlier in 2017. Investors would struggle to find a return like this elsewhere in the market.

Initial Public Offering 246

Initial Public Offering Earnings Before Interest Amortization Depreciation 246