The Motley Fool

FEBRUARY 19, 2024

Bonus offer: unlock best-in-class perks with this brokerage account Read more: best online stock brokers for beginners 1. A family office A family office is a unique wealth management firm that caters to billionaires and the ultra-wealthy. There's usually no minimum amount of money needed to open a self-directed brokerage account.

Hedge Funds 239

Hedge Funds High Net Worth Individuals Mutual Funds Mergers and Acquisitions 239

The Motley Fool

APRIL 21, 2024

You already know the basics of building wealth in a 401(k) account, right? You can make a million in your 401(k) retirement savings account without maxing out the key principles above. Contribute enough to receive the full employer match, too. Get started as early as possible and leave your money untouched for as long as you can.

Exchange-Traded Funds 246

Exchange-Traded Funds Management Fees Accounting Taxes 246

The Motley Fool

AUGUST 12, 2024

Shares can be bought and sold through brokerage accounts, including individual retirement accounts (IRAs) that help you save on taxes. There can also be hefty fees involved. Private equity funds often use a "2 and 20" fee structure -- a 2% management fee and a 20% cut of any profits.

Investing 244

Investing Fee Structure Banks Management Fees 244

The Motley Fool

MAY 29, 2024

Mutual funds update their price at the end of each market day, and they come with extra layers of tax reporting, too. You can buy shares through any brokerage account, much like purchasing individual stocks. Once you have an account, simply search for the VTI ticker and place your order. annual yield) in more ETF shares.

Exchange-Traded Funds 245

Exchange-Traded Funds Mutual Funds Investing Stock Exchanges 245

The Motley Fool

JANUARY 16, 2024

The SPDR S&P 500 ETF (NYSEMKT: SPY) is one popular option with minimal management fees and a stellar history of reflecting its chosen index. I mean, good luck finding a savings account with a stable 10% interest rate, not to mention the higher gains in recent years.

Exchange-Traded Funds 246

Exchange-Traded Funds Investing Financial Institutions Legal 246

The Motley Fool

JUNE 22, 2024

That's a lot of tax-advantaged contributions you can make to your plan. It may be very tempting to sink that much money into your workplace retirement account, if you have it. Another big problem is that you may get hit with fees in your 401(k). A third issue is that you may be limited in the type of tax breaks you can claim.

Mutual Funds 130

Mutual Funds Taxes Management Fees Accounting 130

The Motley Fool

JUNE 5, 2024

The JEPI is actively managed, necessitating a 0.35% management fee and a high turnover ratio. This derivative-income ETF is also arguably better suited for investors close to, or in, retirement, due to its lower growth potential relative to a low-cost S&P 500 indexing vehicle and unique tax implications.

Exchange-Traded Funds 189

Exchange-Traded Funds Taxes Management Fees Funds 189

The Motley Fool

JULY 10, 2024

Early Bitcoin adopters appreciated the Grayscale fund's availability in ordinary stock-exchange accounts. I picked up some Grayscale Bitcoin Trust shares in my individual retirement account (IRA) that summer, locking in an average discount of 25%. Except for management fees, of course Just one more exception to the rule, I promise!

Mutual Funds 130

Mutual Funds Investors Management Fees Exchange-Traded Funds 130

The Motley Fool

MAY 2, 2024

Read more: unlock best-in-class perks with one of these brokerage accounts 1. An IRA Individual retirement accounts (IRAs) help you save for retirement while saving on taxes. Roth IRAs don't, but they allow you to make tax-free withdrawals in retirement. Some investment funds have hefty management fees.

Investing 130

Investing Debt Taxes Accounting 130

The Motley Fool

MARCH 14, 2024

It can also come from tax-advantaged accounts. With an IRA, though, you can invest in almost any assets available from the financial institution where you opened your account. You won't pay taxes on the funds you contribute in the year you invest in your account, but withdrawals will be taxable.

Taxes 130

Taxes Investing Financial Institutions Management Fees 130

The Motley Fool

MARCH 18, 2024

No matter what type of IRA or 401(k) you fund, you get tax benefits. With a traditional IRA or 401(k), your contributions are tax-free and investment gains are tax-deferred (meaning you're not taxed year after year, but only as you take withdrawals). If you're child-free, your medical bills may not be as high.

Taxes 130

Taxes Investing Management Fees Prospects 130

The Motley Fool

APRIL 24, 2024

Read more: unlock best-in-class perks with one of these brokerage accounts Accepting advice from someone without knowing about their training, experience, and philosophy on money management is like allowing a 12-year-old kid to drive your car because they swore they know how.

Taxes 130

Taxes Education Management Fees Accounting 130

The Big Picture

APRIL 11, 2024

And even still, fund fees and taxes remained a major cost element. In 1978, Congress enacted Internal Revenue Code Section 401(k), which allowed tax-deferred savings through a company-administered plan. Lower trading costs, a rampaging bull market, and tax-deferred investing led to millions of new entrants into markets.

Securities and Exchange Commission (SEC) 140

Securities and Exchange Commission (SEC) Mutual Funds Hedge Funds Taxes 140

The Motley Fool

JANUARY 21, 2024

Investors now have access to 11 Bitcoin-based ETFs, allowing exposure to the largest cryptocurrency even in account types that don't offer crypto-trading. The early winners, by the numbers ETF Name and Ticker Net Asset Value (NAV) Average Daily Volume (number of shares) Annual Management Fees Grayscale Bitcoin Trust $25.2

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mutual Funds Management Fees Exchange-Traded Funds 130

The Motley Fool

JULY 23, 2024

Financial advisors can help you understand the possible tax implications of your windfall, and make sure you don't get hit by a surprise tax bill. But if your 401(k), IRA, or brokerage account has recently reached a big number (like $100,000 or $50,000), you might want to use this occasion to hire a financial advisor.

Finance 130

Finance Financing Startups Debt 130

The Motley Fool

MAY 7, 2024

He was CEO of Intuit , if you're not familiar, which is the company behind QuickBooks, which is the small business accounting software package. The previous management strategy was generally that we're going to keep growing our user-base forever and ever until every person in the world uses PayPal. Hey, we got to stablecoin.

Accounting 245

Accounting Finance Financing Consultants 245

The Motley Fool

OCTOBER 15, 2024

That means that the tenant has to pay taxes, building maintenance, and insurance expenses. In the estate planning episode on October 1, you mentioned that a person would not need to worry about taxes on an inheritance unless it was more than 10 million. An inheritance tax is paid by the people who inherit the money.

Taxes 130

Taxes Mutual Funds Accounting Finance 130

The Motley Fool

JANUARY 7, 2024

Whether you're heavily invested in crypto or simply stashing money away in a retirement account , it's worth paying attention to the SEC's decision. However, it might not be worth it for long-term investors to try to buy shares of the Invesco fund and then switch to a lower-cost fund after the free period expires once you account for taxes.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Exchange-Traded Funds Accounting Assets 130

The Motley Fool

SEPTEMBER 21, 2024

While buying a rental property could require a fair amount of money, if you have it available, you could enjoy a steady stream of rent payments from tenants that pad your savings account quite nicely. Granted, these are tasks you can outsource to a property manager so you don't have to deal with them yourself.

Exchange-Traded Funds 130

Exchange-Traded Funds Management Fees Taxes Accounting 130

The Motley Fool

DECEMBER 19, 2024

Millrose will be externally managed by a subsidiary of Kennedy Lewis Investments and Institutional alternative investment firm with approximately $17 billion in AUM and extensive experience with both Lennar and with the land and land development business for home builders. We expect our Q1 tax rate to be approximately 24.5%

Debt 242

Debt Assets Capital Banks 242

The Motley Fool

MAY 28, 2024

Motley Fool host Alison Southwick and personal finance expert Robert Brokamp answer listener questions about 403(b) accounts and saving for college. When I retire in three years, can I transfer the Roth 401(k) to a money market or high yield savings account with no penalties or taxes? Got a question for the show?

Taxes 130

Taxes Accounting Education Shareholders 130

The Motley Fool

OCTOBER 31, 2024

Representing Prudential on today's call are Charlie Lowrey, chairman and CEO; Rob Falzon, vice chairman; Andy Sullivan, head of international businesses, and PGIM, our global investment manager; Caroline Feeney, head of US businesses; Yanela Frias, chief financial officer; and Rob Axel, controller and principal accounting officer.

Liabilities 130

Liabilities Assets Capital Shareholders 130

The Motley Fool

FEBRUARY 28, 2025

During today's call, management will discuss non-GAAP financial measures, including distributable net investment income or DNII. generally accepted accounting principles, or GAAP, excluding the impact of noncash compensation expenses. Just on taxes, right? Robert Dodd -- Analyst Can you hear me? Robert, can you hear us?

Capital 130

Capital Asset Management Debt Leveraging 130

The Motley Fool

MARCH 20, 2024

Notably, video accounts total user time spent more than doubled as we enriched our short video content ecosystem. Firstly, for video accounts, total user time spent more than doubled in 2023, driven by strong growth in DAU and time spent per user. Thank you, everyone, for joining us. Going into each one of them.

Accounting 246

Accounting Shareholders Financial Institutions Leveraging 246

The Motley Fool

JANUARY 12, 2024

billion after tax, or $0.70 We saw the deposit balance consumer accounts move lower this quarter but are now seeing more differentiation and behavior. In the lower average balance size accounts, the balances in there still remain at multiples of pre-pandemic levels, nearly three years past the last stimulus. billion after tax.

Banks 130

Banks Taxes Accounting Assets 130

The Motley Fool

APRIL 28, 2024

The kicker: The iShares Core High Dividend ETF is very tax efficient. But simply owning a fund can create taxable events, even if you don't sell that fund in a particular tax year. Any net capital gains booked by a fund's manager are just passed along to investors. This ETF's actual effective management fee is a mere 0.4%.

Exchange-Traded Funds 100

Exchange-Traded Funds Taxes Business Development Companies Stakes 100

The Motley Fool

OCTOBER 11, 2024

We believe the continued path of central bank normalization will support sustained inflows across bond funds, ETFs, and institutional accounts. The combination triples infrastructure AUM and doubles private markets run-rate management fees. increased 5%, reflecting a higher tax rate compared to a year ago.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

The Motley Fool

APRIL 29, 2024

Overall, 2024 started off as a tremendously successful year, taking into account our bitcoin purchases and appreciation of our bitcoin holdings year to date. Bitcoin ETPs also benefit from this, offset by the management fees that are charged for those products. Software business operating expenses were $96.1 million, up 1.7%

Leveraging 246

Leveraging Debt Assets Shareholders 246

The Motley Fool

OCTOBER 15, 2024

billion in net income after tax. Consumer leads the way delivering solid organic growth with high-quality accounts engaged clients. For the 23rd consecutive quarter, we added significant net new consumer checking accounts and expanded our customer base and market share. billion or more on a fully tax equivalent basis.

Banks 130

Banks Leveraging Assets Capital 130

The Motley Fool

JANUARY 16, 2025

billion of pre-tax expense for the special assessment by the FDIC to the industry to recover losses from the failures of Silicon Valley Bank and Signature Bank. Second, we recorded a negative pre-tax impact to our market-making revenue of approximately $1.6 In the fourth quarter of '23, first, we recorded $2.1 So, we think $17.6

Banks 130

Banks Leveraging Capital Accounting 130

The Motley Fool

MAY 2, 2024

We reported another strong quarter of results for Blue Owl this morning with 12 straight quarters in consecutive management fee and FRE growth since we've been a public company. Management fees are up 22% and 92% of these management fees are from permanent capital vehicles. AUM not yet paying fees was $16.8

Capital 130

Capital Asset Management Management Fees Assets 130

The Motley Fool

MAY 1, 2024

Representing Prudential on today's call are Charlie Lowrey, chairman and CEO; Rob Falzon, vice chairman; Andy Sullivan, head of international businesses and PGIM, our global investment manager; Caroline Feeney, head of U.S. businesses; Yanela Frias, chief financial officer; and Rob Axel, controller and principal accounting officer.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Liabilities Assets Capital 130

The Motley Fool

FEBRUARY 6, 2024

For the fourth quarter, we reported GAAP net income of $89 million, which included $150 million tax benefit, primarily due to changes in the valuation allowance on our deferred tax asset directly related to our Bitcoin holdings. As Phong mentioned earlier, we have effectively used excess cash flows to grow our Bitcoin holdings.

Leveraging 130

Leveraging Debt Assets Shareholders 130

The Motley Fool

MAY 14, 2024

We continue to cultivate high quality revenue streams, including advertising in video accounts and Weixin Search, mini games platform service fees, and e-commerce technology service fees, contributing to our gross and operating profit growth outpacing our revenue growth.

Accounting 130

Accounting Business Services Portfolios Shareholders 130

The Motley Fool

NOVEMBER 5, 2024

Speaking from management on today's call will be Eric Lindberg, chairman of the board and interim president and chief executive officer; and Lindsay Gray, interim chief financial officer and SVP of accounting. We continue to expect a normalized tax rate of about 32%. Net sales increased 10.4% comp growth on a two-year basis.

Taxes 130

Taxes Accounting Consultants Consulting 130

The Motley Fool

FEBRUARY 23, 2024

During today's call, management will discuss non-GAAP financial measures, including distributable net investment income or DNII. Generally Accepted Accounting Principles, or GAAP, excluding the impact of non-cash compensation expenses. There are currently tax rules that sunset in '25.

Capital 130

Capital Securities and Exchange Commission (SEC) Asset Management Leveraging 130

The Motley Fool

FEBRUARY 2, 2024

Our finance, accounting, legal, and real estate investment teams have had a busy year-end and beginning of 2024, closing over $1.2 yield after management fees and actual capex and generated a 10.6% And then maybe on the real estate tax guide. So, the property tax number that we have in our guidance is 3%.

Debt 130

Debt Taxes Capital Assets 130