American Investment Council

MARCH 24, 2025

million workers, up from 12 million in 2022. Workers at private equity-backed businesses also earned an average of $85,000 in wages and benefits in 2024, a roughly 6 percent increase from 2022. million workers in 2024, an increase from 12 million in 2022. economy for the year of 2022. trillion in 2020. trillion to U.S.

Private Equity Firms 78

Private Equity Firms Private Equity Firms Taxes Investing 78

The Motley Fool

FEBRUARY 4, 2025

In his 2022 letter to shareholders, the Berkshire CEO pointed out his company received $75 million in dividends from Coca-Cola in 1994. In 2022, that number was $704 million from the same shares Berkshire owned in 1994. times analysts' estimates for 2025 EBITDA (earnings before interest, taxes, depreciation, and amortization).

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The Motley Fool

OCTOBER 28, 2024

The wage base limit doesn't get nearly as much attention as the COLA, but it has tax and potential benefit implications that make it worth paying attention to. workers pay Social Security payroll taxes all through their careers. The current tax is 12.4%, typically split in half between workers and employers at 6.2% 2022 63,795.13

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Taxes 244

The Motley Fool

DECEMBER 15, 2024

More income will be subject to Social Security taxes in 2025 Most U.S. workers spend their careers paying Social Security payroll taxes. Social Security tax, paying 6.2% This means more income of some workers will be subject to Social Security payroll taxes. Below are the past 10 COLAs: Year COLA 2015 1.7% 2016 0% 2017 0.3%

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Taxes 246

The Motley Fool

SEPTEMBER 2, 2024

Social Security's taxable earnings limit will increase, so some workers will pay more taxes on their income in 2025 The 2024 Social Security Survey from Nationwide Retirement Institute identified a knowledge gap concerning payroll taxes. Social Security's payroll tax rate is 6.2% That misunderstanding is sensible.

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Taxes Accounting Funds 246

The Motley Fool

JULY 19, 2024

The most recent survey took place in 2022. As of 2022, 45.6% In 2022, just 5.2% The IRA comes with tax incentives. For every dollar you contribute to a traditional IRA, you can deduct it from your tax return. For lower-income households, the government offers the retirement savings contribution tax credit.

Mutual Funds 243

Mutual Funds Taxes Exchange-Traded Funds Accounting 243

The Motley Fool

MARCH 13, 2025

After years of double-digit growth, its annual revenue only rose 8% in both 2022 and 2023. Its number of active accounts grew 2% in 2022 but dipped 2% in 2023. In 2022, its revenue declined 25% as rising interest rates curbed the market's appetite for meme stocks, cryptocurrencies, and other speculative investments.

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Amortization Depreciation Earnings Before Interest Accounting 130

The Motley Fool

AUGUST 10, 2024

For instance, Social Security benefits will get a cost-of-living increase in 2025, and some workers will pay more taxes into the program. Social Security is mostly funded through a dedicated payroll tax, and common sense says the payroll tax should apply evenly to all income. more in Social Security taxes in 2025.

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The Motley Fool

DECEMBER 3, 2024

Tax-deferred retirement accounts like traditional IRAs and 401(k) plans let investors reduce their tax burden in a given year by deducting contributions from their gross income. But the tax payments cannot be postponed indefinitely. However, the excise tax can be reduced to 10% if the issue is fixed within two years.

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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

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The Motley Fool

JUNE 28, 2024

Many savers are familiar with the basic perks, such as tax-free growth and withdrawal benefits. For example, in 2024, you can contribute the full amount to a Roth IRA if your modified adjusted gross income (MAGI) is under $146,000 and you are filing single on your taxes. Image source: Getty Images.

Taxes 246

Taxes Financial Institutions Accounting Funds 246

The Motley Fool

JULY 26, 2024

in response to the rampant inflation consumers had to deal with in 2022. Higher earners will lose more of their income to Social Security taxes Social Security's primary source of revenue is payroll taxes. Rather, a wage cap is set each year that dictates how much income is subject to Social Security taxes.

Taxes 246

Taxes Accounting Investing 246

The Motley Fool

JULY 3, 2024

Also, about 90% of employers now offer Roth savings options within their 401(k) plans, according to a 2022 survey, adding another wrinkle to retirement planning. A Roth 401(k) allows employees to contribute after-tax dollars to their retirement accounts and, in return, receive tax-free income during retirement, similar to a Roth IRA.

Taxes 246

Taxes Accounting Financing Finance 246

The Motley Fool

MAY 19, 2024

With fewer workers paying into the program through payroll taxes, there's less money to distribute through benefits. If that happens, the SSA will need to rely solely on taxes and other sources of income -- which will only be enough to cover around 83% of scheduled benefits, the report found. What's the solution to this problem?

Taxes 246

Taxes Legal Funds Portfolios 246

The Motley Fool

DECEMBER 14, 2024

One thing that makes retirement accounts like a 401(k) or IRA extremely attractive is the tax advantages they offer. Instead of paying taxes upfront, you can defer those taxes well into retirement. But you can't defer those taxes forever. Eventually, the government wants its tax revenue.

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Taxes Accounting Funds Capital 241

The Motley Fool

OCTOBER 18, 2024

Many families see 529 plans as the go-to college savings accounts because of their tax benefits. Your contributions might reduce your state income tax liability, depending on your plan, and interest grows tax deferred. If you use the money for qualifying educational expenses, you won't owe any taxes on withdrawals.

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Funds Taxes Education Liabilities 241

The Motley Fool

AUGUST 24, 2024

In fact, for those in the 25th to 49.9th percentile by net worth, median retirement savings was just $22,380 in 2022, according to a Motley Fool report. Here's the median retirement account balance of the top 10% The top 10% of Americans by net worth had a median retirement account balance of $900,000 as of 2022. million in 2022.

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Accounting Taxes 246

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 the September-ended quarter of 2022 to a pedestrian 6.3%, as of the June-ended quarter of 2024.

Taxes 246

Taxes Amortization Depreciation Earnings Before Interest 246

The Motley Fool

AUGUST 6, 2024

The role Social Security benefits play in people's retirement varies widely, but in any case, it's good to have this guaranteed income after many years of paying Social Security taxes. This amount is called the "wage base limit," and it's the maximum amount of your income subject to Social Security taxes each year.

Taxes 244

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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

OCTOBER 24, 2024

These funds can be invested and ultimately withdrawn tax-free. Parents try to start saving as early as possible and take advantage of the effects of long-term, tax-free compounding. A Roth IRA is a retirement account in which people contribute after-tax dollars, but the earnings can grow and be taken out tax-free.

Taxes 240

Taxes Education Accounting Funds 240

The Motley Fool

SEPTEMBER 21, 2024

households reported a median income of $80,610, up 4% from $77,540 in 2022. The chart below shows median before-tax incomes by age demographics among the respondents to the Current Population Survey. Wants: 30% of after-tax income should be dedicated to discretionary expenses like dining out, hobbies, luxury items, and travel.

Taxes 246

Taxes Assets Portfolios Funds 246

The Motley Fool

JULY 29, 2024

Gas prices peaked in June 2022 at $5.058 nationally, so relatively speaking, that $3.601 looks pretty good. Federal and state taxes We pay a lot of taxes on gasoline that we may not even be aware of. Federal gasoline tax is $0.184 per gallon, and the average of state taxes is $0.324 per gallon. So, what gives?

Taxes 246

Taxes Banks Accounting Financing 246

The Motley Fool

AUGUST 20, 2024

In 2022, they got a 5.9% Some workers are going to pay more in Social Security taxes Even some current workers are going to have to cope with a change to Social Security next year. The change will affect high earners who are going to be taxed on more of the money they earn. Workers pay taxes on income until they hit that limit.

Taxes 246

Taxes Companies 246

Private Equity Wire

JANUARY 14, 2025

Blackstone aims to secure a valuation for Liftoff of more than 10 times the company’s 12-month earnings before interest, taxes, depreciation, and amortization (EBITDA) of $350m. Blackstone acquired Vungle in 2019 and invested in Liftoff the following year. Liftoff currently generates around $650m in annual revenue.

Exit Strategy 96

Exit Strategy Initial Public Offering Amortization Depreciation 96

The Motley Fool

NOVEMBER 18, 2024

raises in 2022 and 2023, respectively), there is a silver lining: it means inflation is slowing down. The COLA is tied directly to shifts in inflation, which is why the adjustments were so high in 2022 and 2023 when costs were skyrocketing. in June 2022. in June 2022. In 2024, the limit is $168,600 per year.

Finance 243

Finance Financing Taxes 243

The Motley Fool

JULY 23, 2024

1, 2022 and March 31, 2024, Berkshire Hathaway's cash flow statements show $56.09 A historically favorable corporate tax rate encouraged profit-taking The fourth logical reason the Oracle of Omaha may have chosen to part ways with almost $1.5 billion worth of Bank of America stock is tax related. Between Oct. million shares.

Banks 244

Banks Stakes Taxes Shareholders 244

The Motley Fool

AUGUST 26, 2024

household's net worth was $1,063,700 as of 2022. And to that end, it pays to do a few key things: Live below your means Follow a detailed budget Invest in a tax-advantaged retirement account Let's break each action item down. Plus, you won't pay taxes on capital gains year after year in a traditional IRA or 401(k).

Taxes 246

Taxes Financing Finance Accounting 246

The Motley Fool

MAY 31, 2024

But consistently saving and investing in a tax-advantaged retirement account like a 401(k) or IRA can set you up to be able to spend much more later in life. The most recent Fed survey took place in late 2022. You can open one with no fees and you get a couple of tax advantages on your investments.

Accounting 246

Accounting Taxes Financing Finance 246

The Motley Fool

NOVEMBER 3, 2024

That's why Zillow (NASDAQ: Z) and Redfin (NASDAQ: RDFN) both shut down their own iBuying platforms in 2022. Metric 2021 2022 2023 1H 2024 Revenue $8.0 Metric 2021 2022 2023 1H 2024 Revenue $8.0 EBITDA = Earnings before interest, taxes, depreciation, and amortization. billion $15.6 billion $6.9 billion $2.7 billion $15.6

Amortization 246

Amortization Depreciation Earnings Before Interest Enterprise Values 246

The Motley Fool

SEPTEMBER 25, 2024

The wage cap is rising for 2025 You may not realize it, but not all earnings are taxed for Social Security. There's a cap beyond which earnings aren't taxed. This means that someone earning $168,600 and someone earning, say, $33,168,600, will pay the same amount in taxes to Social Security. 2018 2% 2017 0.3% 2016 0% 2015 1.7%

Taxes 244

Taxes Accounting Funds 244

The Motley Fool

MAY 23, 2024

Dozens of EV-related companies went public during the buying frenzy in growth and meme stocks in 2020 and 2021, but many of those stocks burned out in 2022 and 2023 as rising interest rates popped the speculative bubble. Its revenue soared 65% in fiscal 2022 (which ended in January 2022) and 94% in fiscal 2023 but rose just 8% in fiscal 2024.

Amortization 244

Amortization Depreciation Earnings Before Interest Taxes 244

The Motley Fool

AUGUST 10, 2024

He views the current tax code for corporations as very favorable, and he's willing to pay taxes now, so he can avoid higher taxes later. That said, it's one thing to strategically take capital gains to lock in a low tax rate. He explained his reasoning behind the sales at the most recent shareholder meeting.

Investors 246

Investors Taxes Conglomerates Banks 246

The Motley Fool

SEPTEMBER 28, 2024

Between 2018 and 2020, for instance, it steadily decreased from $4,647 per month to $4,561 per month, and there was also a slight dip from 2022 to 2023. This limit is the highest income subject to Social Security taxes, and for 2024, it's $168,600 per year. The good news for 2025, though?

Taxes 246

Taxes 246

The Motley Fool

AUGUST 6, 2024

Buffett and his team have been net-sellers of equities since October 2022 Let me preface this discussion by making one thing clear: Warren Buffett is a long-term optimist on the U.S. have sold more securities than they've purchased: Q4 2022 : $14.64 economy and stock market. economy and the value of patience.

Banks 246

Banks Shareholders Taxes Stakes 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 $35.8 million) ($784.2

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Mergers and Acquisitions Amortization Depreciation Earnings Before Interest 246