The Motley Fool

MAY 12, 2024

In a word: taxes. Buffett thinks paying taxes now on the massive capital gain for Berkshire's Apple shares is a smart move. "We I would say with the present fiscal policies, I think that something has to give, and I think that higher taxes are quite likely." Buffett also sold shares of Apple in 2019 and 2020 for tax purposes.

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Securities and Exchange Commission (SEC) Taxes Stakes Shareholders 246

The Motley Fool

AUGUST 24, 2024

The federal government encourages retirement savings by offering a tax break for anyone who contributes to certain retirement accounts like a 401(k) or IRA. If you save money in a traditional tax-deferred retirement account, you can deduct the amount you put in on your tax return this year. Image source: Getty Images.

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The Motley Fool

FEBRUARY 22, 2024

The cruise line was hoping to top $100 in adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) per available passenger cruise day, up from its prior record of $87 in 2019. in adjusted earnings per share, also set back in 2019. in return on invested capital. in return on invested capital.

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The Motley Fool

MAY 25, 2024

After all, the Roth IRA contribution limits were $6,000 in 2019, increased to $6,500 in 2023, and sit at $7,000 in 2024 for those under 50. Maximize Roth IRA contributions Roth IRAs receive a lot of attention because they allow you to contribute after-tax dollars now in exchange for tax-free withdrawals in retirement.

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The Motley Fool

OCTOBER 8, 2024

One of the most important is you can defer the taxes on your contributions. Instead of paying taxes on your income during the year in which you earn it, you can wait until you withdraw your savings in retirement to pay taxes, giving you more money to invest upfront. But you can't wait forever to pay your tax bill.

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The Motley Fool

OCTOBER 10, 2024

Ark Invest CEO and Chief Investment Officer Cathie Wood foresees Tesla generating the bulk of its sales and earnings before interest, taxes, depreciation, and amortization ( EBITDA ) from robotaxis relatively soon. In October 2019, we also witnessed Musk proclaim, "Next year, for sure, we will have over a million robotaxis on the road."

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The Motley Fool

JULY 21, 2023

billion, and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) landed at the high end of Carnival's guidance range, finishing at $681 million. CFO David Bernstein boasted how the company "achieved a significant milestone with net yields turning positive as compared to 2019." billion to $4.25

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The Motley Fool

SEPTEMBER 30, 2024

Warren Buffett has a 70-year track record of producing market-trouncing returns for anyone willing to invest alongside him. produced an annualized return of 31.6% If he thought they were undervalued, he'd be willing to pay higher taxes later to own an undervalued asset today. His Buffett Partnership Ltd. Through Sept.

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The Motley Fool

MAY 14, 2024

billion in adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) and $1.2 It also owns the popular Pandora streaming app it acquired in 2019 to have some skin in the digital space beyond the mobile app for streaming its flagship satellite radio broadcasts. The model works. It expects to generate $2.7

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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

DECEMBER 1, 2023

Metric FY 2019 FY 2020 FY 2021 FY 2022 9M FY 2023 Revenue growth 10% (73%) (66%) 538% 94% Passengers carried growth 4% (73%) (65%) 542% 79% Occupancy rate 107% 101% 56% 75% 100% Data source: Carnival. On an adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) basis, it generated a profit of $3.3

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The Motley Fool

JUNE 19, 2023

529 plans are a tax-advantaged way to save for higher education, but the penalty for making non-qualified withdrawals can be a huge headache for those who don't use all the money they've accumulated on schooling. Some states have different rules The above terms apply to federal taxes, but states are free to make their own terms if they want.

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The Motley Fool

JULY 24, 2024

Its revenue rose at a compound annual growth rate (CAGR) of 65% from fiscal 2019 to fiscal 2024 (which ended this January), its stock surged 265% over the past five years, and it now serves about 60% of the Fortune 500 companies. The 10 stocks that made the cut could produce monster returns in the coming years.

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The Motley Fool

JULY 29, 2024

As a business development company (BDC) , Ares must return at least 90% of its income to shareholders in the form of dividends for its profits to be exempt from taxes. The company has a lot of income to return with its dividend yield topping 9.2%. 1 in Private Debt Investor's annual survey every year since 2019.

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The Motley Fool

APRIL 1, 2024

But if Buffett sees value in these two stocks, they can likely produce strong returns for investors regardless of whether they lean more toward Buffett's investment style or more toward growth stocks. While Buffett has trimmed his Apple position a few times in the past, it appears to be for tax purposes more than anything.

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The Motley Fool

NOVEMBER 12, 2023

The Roth IRA ( individual retirement account ) has been around for more than two decades, and it's picking up more steam for its attractive tax benefits. In 2023, we saw the first increase for Roth IRA contribution limits since 2019. See the 10 stocks *Stock Advisor returns as of 11/6/2023 The Motley Fool has a disclosure policy.

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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 2019 while delivering 7% compound annual DCF growth.

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The Motley Fool

JULY 28, 2024

By comparison, the S&P 500 produced an average total return of 10.2% Berkshire also holds about $8 billion worth of preferred shares, which it received in exchange for helping finance Occidental's acquisition of Anadarko in 2019. The 10 stocks that made the cut could produce monster returns in the coming years. in that time.

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The Motley Fool

JANUARY 11, 2024

Management said that net yields in the 2023 fourth quarter, a cruise profit metric, were higher than in 2019, which was itself a strong year, and were higher than expected. That led to earnings before interest, taxes, depreciation, and amortization ( EBITDA ) to rise 5% per unit from 2019 levels despite interim inflation.

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The Motley Fool

JANUARY 13, 2024

Boeing has gone into damage-control mode in an attempt to preserve its reputation, but the company already grounded its 737 MAX planes for several months after two crashes just months apart in 2018 and 2019. Boeing's revenue plunged after its 737 MAX planes were grounded in 2019. There's a risk of losing more business to rival Airbus.

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The Motley Fool

JUNE 23, 2023

CEO Brian Chesky credited this as a big part of the company's 2022 success during the fourth-quarter earnings call, and CFO Dave Stephenson pointed out that the headcount was still lower than in 2019. Revenue increased 75% over 2019, while total operating expenses increased 24%. billion on a 40% margin. Revenue came in at $1.7

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The Motley Fool

JUNE 8, 2024

The authors used the 2019 Federal Reserve Survey of Consumer Finances (SCF) as their study population. The SCF population was twice run through an analytics program that accounted for lifespan uncertainty, state and federal taxes, and various types of Social Security benefits, among other variables.

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The Motley Fool

NOVEMBER 29, 2023

Between taxes and unpleasant neighbors, there are plenty of reasons to have buyer's remorse. Maintenance and property taxes The average American household spends 29% of its income on housing. Another expense many new homeowners forget to consider is property taxes. But it's more than mortgage fees; it's also maintenance.

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Taxes Consulting Consultants Returns 246

The Motley Fool

JANUARY 9, 2024

It had been the cruise industry leader and a market-beating stock before the pandemic, and the likelihood was a return to that status as the world recovered. 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

AUGUST 15, 2024

trillion in annual sales, with 63% of revenue, and 86% of the $440 billion in forecast earnings before interest, taxes, depreciation, and amortization ( EBITDA ), coming from robotaxis. Last but not least, Tesla's pre-tax income has become increasingly reliant on unsustainable sources.

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The Motley Fool

DECEMBER 12, 2023

Uber (NYSE: UBER) has underperformed the market since its IPO in May 2019. Metric 2019 2020 2021 2022 9M 2023 Trips Growth (YOY) 28% (27%) 27% 19% 24% Gross Bookings Growth (YOY) 28% (11%) 56% 19% 18% Revenue Growth (YOY) 37% (14%) 57% 49% 18% Data source: Uber Technologies. The Motley Fool has a disclosure policy.

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The Motley Fool

MARCH 24, 2024

million in 2019. You'll have a more complicated tax situation. If you're an American, you still need to file tax returns in the United States. You may also need to file a tax return with any other country where you work or live long-term. In 2023, there were 17.3 That's up from 7.3

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The Motley Fool

MARCH 20, 2024

The company got a hefty cash infusion from spinning off Time Warner in the spring of 2022 and has made further progress in deleveraging to just over 3 times its earnings before interest, taxes, depreciation, and amortization ( EBITDA ). That sets a low bar for solid investment returns when you factor in the stock's starting 6.5%

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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

JUNE 25, 2024

Skyrizi and Rinvoq launched in 2019, but they've been so successful that AbbVie thinks that in 2027, they'll contribute more than $27 billion in combined annual sales. With such a high yield up front, though, simply maintaining its current payout is enough to deliver a return that satisfies most investors.

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The Motley Fool

FEBRUARY 26, 2024

Though a lot of companies are vying for their piece of the ever-growing EV market share pie, it's Tesla (NASDAQ: TSLA) that's ridden its first-mover advantages to outsize returns. Between 2019 and 2022, Tesla's automotive revenue more than tripled to $71.5 trillion by 2030. Image source: Tesla. billion in 2023.

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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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Taxes Financing Finance Portfolios 246

The Motley Fool

SEPTEMBER 2, 2023

billion in 2019 and hit a nadir of $1.6 billion, which is still materially below 2019 levels. Leverage has also been reduced, with debt-to-earnings before interest, taxes, depreciation, and amortization ( EBITDA ) at roughly 3.2 It peaked at $4.2 billion in 2022. In 2023, capital spending is projected to be around $2.3

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Companies Amortization Depreciation Earnings Before Interest 246

The Motley Fool

MAY 11, 2024

Buffett has steered Berkshire to a total return of 4,384,748% over the last 58 years, which would have been enough to turn a $1,000 investment into more than $43.8 He especially likes companies returning money to shareholders through dividends and stock buybacks. Warren Buffett was born in 1930, and he bought his first stock at age 11.

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The Motley Fool

DECEMBER 29, 2023

In 2019, the contribution limit stood at $19,000 and now, four years later, you can contribute an extra $4,000 to your 401(k). You'll also get a chance to snag a tax benefit in the current year, which can come in handy if you're earning more money. This represents the highest contribution limit for 401(k) accounts that we've ever seen.

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Taxes Accounting Returns Investors 246

The Motley Fool

APRIL 6, 2024

Convenience-store chain Murphy USA (NYSE: MUSA) has delivered a total return of 1,000% since its 2013 spinoff from Murphy Oil , more than tripling the returns provided by the S&P 500 index. Murphy USA's insatiable appetite for its shares has aided these staggering returns. Should investors buy shares, too?

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The Motley Fool

NOVEMBER 12, 2024

That's why its revenue and adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) rose by 20% and 38%, respectively, in 2023. That valuable service explains how it has nearly quadrupled its number of large customers (those that provide it with at least $100,000 in annual revenue) from 858 in 2019 to 3,190 in 2023.

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