Private Equity Insights

APRIL 4, 2025

profit following sale of womens team Chelsea Football Club, owned by a consortium led by private equity firm Clearlake Capital and investor Todd Boehly, has reported a pre-tax profit of 128.4m This transaction may account for a significant portion of the 198.7m gain from subsidiary disposals listed in the latest accounts.

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The Motley Fool

OCTOBER 21, 2024

Although your allocation may look different than it did in the past, how you move and manage these assets in retirement arguably matters even more in retirement than it did while you were working. The amount is a percentage of the account's value that changes with your age. What's a required minimum distribution?

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The Motley Fool

MARCH 28, 2025

Do the ins and outs of required minimum distributions (RMDs) from individual retirement accounts (IRAs) have you feeling a bit overwhelmed? Before doing anything RMD-related for tax year 2024, there are five easily avoidable mistakes you'll want to make sure you sidestep. Don't panic! RMDs aren't as complicated as you might think.

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The Motley Fool

AUGUST 2, 2024

Saving money in a retirement account like an IRA or 401(k) is a great way to boost your savings. 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. You'll be required to pay taxes on the amount you convert.

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The Motley Fool

SEPTEMBER 9, 2024

Having so much in savings that you have to open a taxable brokerage account just to invest it is a great problem to have. But there may be a way for high earners to save even more in their tax-advantaged retirement accounts. That could either be a Roth account within the 401(k) plan, or a separate Roth IRA.

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The Motley Fool

JULY 24, 2024

There are many types of retirement accounts to choose from, including a 401(k) and traditional IRA. Open an individual retirement account For many, Roth IRAs are the best thing since sliced bread because you can contribute after-tax dollars now in exchange for tax-free income later. Image source: Getty Images.

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The Motley Fool

AUGUST 14, 2024

How the government taxes Social Security To determine income taxes on Social Security , the IRS uses a special metric called combined income to calculate the portion of your benefits, if any, that are taxable income in any given year. As a result, taxes on Social Security benefits are becoming harder and harder to avoid.

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The Motley Fool

SEPTEMBER 14, 2024

These plans give you a tax break on contributions, thereby lowering your IRS burden in any year you make them. Plus, unlike a regular brokerage account, you don't pay taxes on investment gains year after year in an IRA or 401(k) plan. The IRS doesn't care what you do with your money once it's out of your retirement account.

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The Motley Fool

APRIL 7, 2024

Roth IRAs are one of the most coveted accounts on the retirement scene for several reasons. For starters, you contribute after-tax dollars to the account so that you can enjoy tax-free income during retirement. Once your income jumps over the threshold, you won't be able to make direct contributions to the account.

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The Motley Fool

SEPTEMBER 1, 2024

Unfortunately, there are some harsh truths about 401(k) accounts that you should come to terms with before you decide this is the right move. Here are the problems with maxing out your 401(k) account There are a few big problems with maxing out your 401(k). You could miss out on better tax breaks. Image source: Getty Images.

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The Motley Fool

DECEMBER 7, 2023

Roth IRAs are among the best retirement accounts available because of their unique tax break. Instead of contributions being deductible like a 401(k) or traditional IRA, contributions are made after tax with the chance for tax-free withdrawals in retirement. If you already have a traditional IRA, just contribute to it.

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The Motley Fool

SEPTEMBER 17, 2024

Knowing the latest rules for traditional and Roth IRAs can help you maximize your tax advantages, save more money for retirement, and avoid unexpected tax bills. This is especially important for people who inherit an IRA and might not be ready for the tax consequences. Here are a few big changes coming to IRAs in 2025.

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The Motley Fool

MARCH 11, 2025

See our expert picks for the best FDIC-insured high-yield savings accounts available today - enjoy peace of mind with competitive rates. But when it comes to where to keep your cash, retirees should also consider having a high-yield savings account (HYSA). Check out our list of the best high-yield savings accounts now.

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The Motley Fool

NOVEMBER 6, 2024

The IRS just released the 2025 contribution and income limits for retirement accounts, including Roth IRAs. A quick primer on the Roth IRA The Roth IRA is one of the hottest retirement accounts around, and being able to contribute to it each year is a big deal for many. The tax-free growth and income you get to enjoy in retirement.

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The Motley Fool

JANUARY 21, 2025

49% Net revenue $5.329 billion $5.195 billion $4.459 billion 20% Net income $1.840 billion N/A $1.045 billion 76% Pre-tax profit margin 43.3% (46.6% The successful integration of TD Ameritrade significantly expanded Schwab's client and asset base. The number of active brokerage accounts rose by 5% to 36.5

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The Motley Fool

APRIL 22, 2024

Fortunately for me, my full-time employer sponsors a tax-advantaged retirement account, and offers a contribution-matching program. Over the years, I had been wanting to access my growing retirement nest egg and allocate some of it to Bitcoin, which I believe to be the premiere asset. So that was off the table.

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The Motley Fool

OCTOBER 16, 2024

Figuring out who will inherit your assets after your passing can be a tricky and emotional process. The benefits of a living trust over a will A living trust is a legal arrangement that allows you to pass on assets to the beneficiaries you designate. You're able to maintain control over a trust and its assets as long as you're alive.

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The Motley Fool

JUNE 7, 2024

Start where you are Before you start dumping money into various accounts, it's important to assess your current financial situation. Here are a few moves to consider: Calculate your net worth : Jot down all your assets, including savings accounts, certificates of deposit, and retirement accounts.

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The Motley Fool

JULY 6, 2024

The 4% rule While there is certainly debate regarding the "perfect" amount to withdraw from your retirement account each year, the long-held rule of thumb is 4%. If so, you can add that amount to the 4% taken from a retirement account. You know that your part-time gig needs to bring in at least $15,000 -- again, after taxes.

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The Motley Fool

MAY 12, 2024

Putting coins in a piggy bank might be a fun way to jump-start your child's saving journey, but opening a Roth IRA ( individual retirement account ) could be the ultimate wealth builder. Roth IRAs are packed with benefits, including tax-free withdrawals during retirement. And anyone with earned income can contribute to a Roth IRA.

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The Motley Fool

APRIL 16, 2024

A 401(k) can be a great retirement investment account if your employer offers one. A traditional account offers the same tax breaks as your traditional 401(k). Your contributions are deducted from your taxable income in the year that you invest in your account.

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The Motley Fool

JUNE 27, 2024

Most of us are lucky enough to be able to save for retirement via an IRA account and/or a 401(k) account. IRAs are wonderful, with many benefits, but let's take a closer look at 401(k) accounts, because they may get you to millionairehood faster. These accounts are offered by employers. Image source: Getty Images.

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The Motley Fool

JULY 19, 2024

That year, the average retirement account balance among Americans with a pension, IRA, 401(k), Thrift savings plan, or other employer-sponsored plan was $333,940. The median balance is a better reflection of the average retirement account balance. of American households didn't have anything saved in retirement accounts.

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The Motley Fool

MAY 19, 2024

Investing can provide the security you need If you don't want to spend your retirement worrying about an empty bank account, you should take advantage of the tools that are available to you to help make sure that doesn't happen. Both a 401(k) and an IRA are tax-advantaged retirement plans.

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The Motley Fool

FEBRUARY 21, 2024

Bonus offer: unlock best-in-class perks with this brokerage account Read more: best online stock brokers for beginners At a minimum, you should generally aim for enough money in savings to cover three full months of essential expenses, like rent, food, and transportation. You really do not want to land in a similar position.

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The Motley Fool

SEPTEMBER 30, 2024

Two common choices are the Individual Retirement Account (IRA) and the employer-sponsored 401(k). For example, a Roth IRA offers exceptional tax benefits, making it an outstanding retirement planning tool. It also comes with immediate tax benefits. Traditional IRAs defer taxes on contributions, similar to 401(k) plans.

Mutual Funds 246

Mutual Funds Exchange-Traded Funds Taxes Assets 246

The Motley Fool

JUNE 18, 2024

Roth IRAs are a hit among savers because you can pay your tax bill upfront and enjoy tax-free income later. This can be a perfect setup for your child since they are typically in a lower tax bracket when they are younger. As soon as your child starts earning income, you should consider opening a custodial Roth IRA.

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The Motley Fool

MARCH 30, 2024

After-tax contributions You fund Roth 401(k)s with after-tax dollars, just like Roth IRAs. This means that you pay taxes on your contributions in the year you make them. But then your money grows tax-free afterward. In 2024, adults under 50 can contribute up to $23,000 in one of these accounts.

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The Motley Fool

MARCH 23, 2024

Image source: The Motley Fool/Upsplash Employer-sponsored 401(k) plans are some of the most popular retirement accounts, and nearly 35% of working-aged Americans have one. Since you can sign up for one at work, they require less effort than opening a retirement account with a brokerage firm.

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The Motley Fool

JANUARY 1, 2024

Tax accountants will often work with their clients to identify all of the possible expenses and deductions to minimize their tax bill. In some rare cases, it might make sense to defer deductions or schedule certain expenses to maximize AIME if it doesn't meaningfully change your tax bill over the course of a few years.

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The Motley Fool

NOVEMBER 30, 2023

The move leaves many of its crypto clients with a choice of either selling their assets or authorizing SoFi to move them to Blockchain.com , the crypto exchange it has teamed up with. If you do nothing, SoFi will liquidate your crypto account, and you won't have any control over when your crypto gets sold. 28 to sell their crypto.

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The Motley Fool

DECEMBER 30, 2023

Many people are focused on investment growth, tax strategies, or even distribution tactics after they've stopped working. Savings can be directed to retirement accounts, principal repayments on your home, and other assets that you can develop, such as investment properties, brokerage accounts, or cash.

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The Motley Fool

SEPTEMBER 21, 2024

This might not be ideal if an emergency arises and you don't have much saved outside of the account. Sure, you could dip into your 401(k), but you'll face a 10% penalty on top of paying taxes. Also, investing in other assets outside of your 401(k) could offer more lucrative growth opportunities.

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The Motley Fool

OCTOBER 4, 2024

In this example, the couple has to rely on their assets to cover $35,800 worth of annual expenses. The 4% rule helps people determine the assets required to generate a certain amount of cash. According to the 4% rule, you'd need around $900,000 of invested assets to generate $35,800 of annual income.

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The Motley Fool

SEPTEMBER 21, 2023

And if you're going to do that, you might as well save in an account that offers some type of tax benefit, which isn't a feature of a regular brokerage account. A traditional 401(k) plan , however, gives you a tax break on your contributions. And like 401(k)s, traditional IRA contributions go in tax-free.

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Private Equity Wire

NOVEMBER 20, 2024

Bain Capital has completed fundraising for its Special Situation Fund II, bringing the total amount raised for its second vintage of special situations platform funds to $9bn – $5.7bn for Fund II, inclusive of co-investments and separately managed accounts, and $3.3bn for the previously closed Special Situations Asia and Europe regional funds.

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Capital Professional Services Assets Taxes 96

The Motley Fool

APRIL 21, 2024

But if you're still hanging onto yours, you might be able to get a lower rate by calling and requesting one or threatening to cancel your account. Bank fees Checking and savings accounts can sometimes charge fees for things like having a low minimum balance or having an inactive account.

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