The Motley Fool

JULY 24, 2024

After the stock's strong performance over the last eight months, shares are currently trading at levels unseen since the start of 2022. Another reason may have less to do with the current valuation and more to do with locking in gains at a favorable tax rate. He expects the rate will increase in the future.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Banks Taxes Liabilities 246

The Motley Fool

JUNE 29, 2024

Incentives like matching contributions , tax deductions and credits, and tax-free growth can help supercharge your retirement savings. You can't avoid taxes on your retirement savings indefinitely, though. At the same time, you won't have to withdraw more than you need due to RMDs, so you can keep the account growing tax-free.

Taxes 246

Taxes Accounting Liabilities 246

The Motley Fool

APRIL 20, 2024

It lost $3 billion in 2022. Over that period, it also earned $987 million in net income, more than double the $482 million reported in 2022. Amid recent struggles involving a one-time tax liability, growth in lower-margin first-party sales, and falling shipping revenue, the stock grew by only 8% over the last year.

Conglomerates 246

Conglomerates Liabilities Taxes Public Companies 246

The Motley Fool

SEPTEMBER 20, 2024

In its pre-merger presentation in 2020, it claimed it could ship 600 battery-powered electric trucks (BEVs) in 2021, ship 1,200 BEVs in 2022, and ship 3,500 BEVs in 2023. It only shipped 131 BEVs in 2022 and 79 BEVs in 2023 before a series of battery fires forced it to recall most of those vehicles. million in total liabilities.

Mergers and Acquisitions 246

Mergers and Acquisitions Earnings Before Interest Amortization Depreciation 246

The Motley Fool

DECEMBER 2, 2024

From that, you subtract all your liabilities -- your student loans, your mortgage, your credit card balances. Every three years, the Federal Reserve conducts a survey of American households, examining various financial details, including income, assets, and liabilities. The most recent survey data comes from the end of 2022.

Liabilities 130

Liabilities Debt Accounting Assets 130

Cobalt

DECEMBER 6, 2022

Key Takeaways: The most obvious takeaway from this chart is the consistent upward net asset value (NAV) growth from 2012 to 2022. The information contained in this blog post is not legal, tax, or investment advice. The post Chart of the Month: December 2022 appeared first on Cobalt, a FactSet Company.

Venture Capital 52

Venture Capital Hedge Funds Legal Liabilities 52

The Motley Fool

SEPTEMBER 29, 2024

However, that's still a lot of red ink compared to its $360 million in cash and equivalents and $150 million in total liabilities in its latest quarter. It launched six Electron missions in 2021, nine in 2022, and 10 in 2023. Space Force, the Swedish National Space Agency, Capella Space, and BlackSky.

Mergers and Acquisitions 245

Mergers and Acquisitions Enterprise Values Liabilities Earnings Before Interest 245

The Motley Fool

MAY 5, 2024

To calculate your net worth , you add up all of your financial assets -- cash savings, retirement accounts, other investments, your home value, and any other property -- and subtract any liabilities -- your mortgage balance, student loans, credit card balances, and any other debt you might owe.

Liabilities 246

Liabilities Debt Education Assets 246

Private Equity Insights

OCTOBER 11, 2023

Bain said in January it would explore re-listing Virgin, which it bought for $2.45bn including liabilities in 2020 after it was placed in voluntary administration, the closest Australian equivalent to Chapter 11 bankruptcy. Source: Reuters Can’t stop reading?

Initial Public Offering 241

Initial Public Offering Capital Private Equity Firms Private Equity Firms 241

Walkner Condon Financial Advisors

MARCH 16, 2023

As we are now within 30 days of the April 18 tax filing deadline (April 15 falls on a weekend and April 17 is a federal holiday), it is important to begin organizing your documents and creating a plan to file your taxes, if you have not done so already. Filing Late One of the most common mistakes is filing your tax return late.

Taxes 52

Taxes Education Consultants Consulting 52

The Motley Fool

NOVEMBER 23, 2024

According to the Fed's Survey of Consumer Finances, the average American between the ages 35 and 44 had $141,520 in retirement savings in 2022 (when the most recent numbers were released). If you have a high-deductible insurance plan, you'll often get access to an HSA, which allows you to save pre-tax dollars for medical expenses.

Taxes 130

Taxes Accounting Liabilities Finance 130

Cobalt

NOVEMBER 2, 2022

Billion to start 2022. The information contained in this blog post is not legal, tax, or investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this article.

Venture Capital 52

Venture Capital Legal Liabilities Taxes 52

The Motley Fool

FEBRUARY 17, 2024

Buffett had plenty of good reasons for trimming some positions and exiting others entirely, but it's impossible to ignore the tax consequences of Buffett's sales. As of the end of September, Berkshire's deferred tax liability was about $85 billion. The sales were done purely for tax purposes. billion in realized gains.

Taxes 130

Taxes Liabilities Stakes Shareholders 130

The Motley Fool

SEPTEMBER 22, 2023

The streaming-video specialist was taken public through a merger with a special purpose acquisition ( SPAC ) company in September 2022. The lockup period for Rumble stock expired on Sept. 19, opening the door for insiders at the company to sell shares of its stock. A Form 4 filing with the Securities and Exchange Commission published on Sept.

Mergers and Acquisitions 245

Mergers and Acquisitions Liabilities Shareholders Taxes 245

Ballast Advisors

NOVEMBER 21, 2022

What are appropriate checklists for year-end tax planning? Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Certain tax benefits may be available if you can claim an individual as a dependent. Family tax planning. Filing status and dependents.

Taxes 52

Taxes Education Depreciation Legal 52

The Motley Fool

AUGUST 31, 2023

So it's good to learn that as of August, 401(k) balances had increased by $7,250 since the end of 2022, according to data from Bank of America. You might also create a tax liability for yourself since traditional 401(k) withdrawals are subject to taxes. And that's a not-so-favorable statistic.

Taxes 246

Taxes Liabilities Accounting Banks 246

Cobalt

OCTOBER 4, 2022

The information contained in this blog post is not legal, tax, or investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this article.

Buyout 52

Buyout Legal Liabilities Taxes 52

The Motley Fool

DECEMBER 3, 2023

Take the baseline Ford F-150, which is about $15,000 cheaper than the electric Ford Lightning base model (before tax credits). Results: Progressive quoted me 98% and 24% more for EV comprehensive and collision auto insurance, but 5% less for liability insurance. Our best car insurance companies for 2022 Ready to shop for car insurance?

Liabilities 195

Liabilities Taxes Finance Financing 195

The Motley Fool

SEPTEMBER 7, 2024

A strong first half to 2024 It's been just over two years since AT&T completed one of the largest restructuring efforts in its history, spinning off the WarnerMedia group back in 2022. In the second quarter, adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) increased by 2.6%, while free cash flow of $4.6

Enterprise Values 243

Enterprise Values Earnings Before Interest Amortization Depreciation 243

The Motley Fool

FEBRUARY 27, 2024

Its earnings miss was caused by one-time tax liabilities MercadoLibre's Q4 earnings were weighed down by $351 million in one-time tax liabilities, which caused its operating income to decline 31% year over year to $240 million. Let's review five reasons to ignore the bears and buy MercadoLibre after its post-earnings dip.

Liabilities 130

Liabilities Enterprise Values Taxes Earnings Before Interest 130

The Motley Fool

SEPTEMBER 19, 2023

A Zillow and Thumbtack survey published earlier this year showed that everyday expenses -- including utility bills, homeowners insurance , property taxes, and maintenance -- cost the average homeowner a staggering $14,155 annually. One of the only options to lower your property taxes is to pay an appraiser to come to your home and assess it.

Taxes 130

Taxes Liabilities Accounting Companies 130

The Motley Fool

APRIL 8, 2024

Your net worth is calculated by adding up all of your assets -- cash savings, investments, home value, and other property -- and subtracting your liabilities -- your mortgage balance, student loans, credit card debt, and any other money you might owe. Here's how much the average American is worth by age. Image source: Getty Images.

Debt 246

Debt Liabilities Accounting Taxes 246

The Motley Fool

AUGUST 1, 2024

Our LTC segment reported an adjusted operating loss of $29 million in the second quarter, driven by a liability remeasurement loss. Life Insurance companies had a very strong quarter with pre-tax income estimated at $171 million, driven primarily by benefits from LTC rate force actions. On the statutory accounting basis, the U.S.

Liabilities 130

Liabilities Legal Shareholders Debt 130

The Motley Fool

JUNE 22, 2023

Sotera said the deal was not to be construed as an admission of liability and maintained the factory in Willowbrook was not a safety risk to the community. billion, a rise of 5% to 9% over 2022 revenue. and $0.86, a drop of 10% to 19% due to higher taxes and interest expenses.

Liabilities 202

Liabilities Taxes Debt Investors 202

The Motley Fool

OCTOBER 18, 2024

includes significant tax credits within the period. That said, core pre-tax income of $108 million does not reflect what the company is capable of. Second, we have a liability-sensitive balance sheet heading into a falling rate environment. On liabilities, cost of funds increased 3 basis points quarter over quarter.

Taxes 130

Taxes Finance Financing Collateral 130

Walkner Condon Financial Advisors

NOVEMBER 11, 2022

2022 has been a difficult and trying year for stock and bond indexes in both emerging and developed markets. Bear in mind that IRA accounts do have income restrictions so it is important to work with your financial advisor or tax preparer to determine if you are eligible to contribute in 2022. The gift limit for 2022 is $16,000.

Liabilities 98

Liabilities Taxes Accounting Assets 98

The Motley Fool

OCTOBER 4, 2024

It's essentially your assets (what you own) minus your liabilities (what you owe). Subtract your liabilities from your assets. Age Group Median Net Worth (2022) Younger than 35 $39,040 35-44 $135,300 45-54 $246,700 55-64 $364,270 65-74 $410,000 75 or older $334,700 Source: Fool.com and the Federal Reserve. Multiply by 100.

Debt 130

Debt Liabilities Assets Accounting 130

The Motley Fool

MAY 28, 2024

Even for people at or over the age of 65, mutual fund company Vanguard reported that their clients' average 401(k) balance in 2022 stood at just a tad over $230,000. That is, contributions made to traditional 401(k) accounts are tax deductible for the year in which they're made, but withdrawals made from these accounts are taxable.

Mutual Funds 130

Mutual Funds Taxes Education Accounting 130

The Motley Fool

JULY 9, 2023

A 2022 report from the Pew Research Center found that more than half of all Americans fall into that "sandwich generation." You should also be aware of your potential personal liability for your parents' expenses. Then, an accountant will be handy around issues of taxes, especially for people with complex portfolios and plans.

Financing 243

Financing Finance Liabilities Debt 243

The Motley Fool

FEBRUARY 1, 2024

According to a report issued last year by the Hartford Funds, in collaboration with Ned Davis Research, dividend-paying companies have generated an annualized return of 9.18% over the past half-century (1973-2022). Furthermore, any potential liabilities would likely be determined by the U.S. yield is safe. Image source: Getty Images.

Debt 246

Debt Investing Liabilities Private Companies 246

The Motley Fool

JANUARY 17, 2024

After plunging in 2022, Bitcoin (CRYPTO: BTC) got its mojo back, more than doubling in 2023. Yet for those who have invested in Bitcoin long enough to have sizable gains, the capital-gains tax liability that would come from switching from Grayscale to a rival Bitcoin ETF would be a deterrent.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Exchange-Traded Funds Assets Liabilities 246

The Motley Fool

FEBRUARY 1, 2024

We also repurchased 322,000 Markel Group shares in 2023 for 445 million, compared to 233,000 shares for 291 million in 2022. Among other things, the unrealized gain on our equity portfolio now stands at over $6 billion free tax. billion in 2022, reflecting strong cash flows from each of our three operating engines.

Liabilities 130

Liabilities Portfolios Capital Shareholders 130

The Motley Fool

JULY 28, 2023

Investors feared these factors would significantly dent its revenue growth in 2022, contributing heavily to the company's stock price decline last year. Since the global economy is not out of the woods yet, many of the concerns that hurt the stock in 2022 persist in 2023. This ratio measures a company's financial leverage.

Debt 245

Debt Shareholders Earnings Before Interest Amortization 245

The Motley Fool

DECEMBER 5, 2023

The intimation is that the replacement of these cables, along with potential health-related liabilities, could be quite costly for telecom companies. It also fails to consider that any liability costs (if there are any) would be determined in the U.S. Between March 31, 2022 and Sept. billion in considerations for AT&T.

Debt 246

Debt Liabilities Capital Assets 246

The Motley Fool

FEBRUARY 22, 2024

On a statutory accounting basis, pre-tax income for the U.S. billion earnings -- pre-tax earnings benefits in 2023 from LTC in-force rate actions and settlements were offset by higher claims as the blocks age. billion at the end of 2022 to $3.8 Genworth share of Enact's book value, including AOCI, has increased from $3.4

Liabilities 130

Liabilities Legal Taxes Debt 130

The Motley Fool

NOVEMBER 25, 2023

Don't overlook the tax line item As I recently wrote about with my colleagues Anders Bylund and Billy Duberstein, Airbnb just had another solid quarter in Q3 2023. billion during the first three quarters of 2022. billion is related to a one-time income tax benefit just realized in Q3 2023. Here's what investors need to know.

Investors 100

Investors Taxes Enterprise Values Earnings Before Interest 100

The Motley Fool

AUGUST 9, 2023

Free cash flow to the holding company remained strong, driven by Enact's return of capital and tax payments in 2023 from Enact and the U.S. Total pre-tax statutory income for the U.S. LDTI requires us to remeasure LTC liabilities each quarter and compare actual performance against best estimate assumptions.

Legal 100

Legal Liabilities Taxes Accounting 100