Collateral Mutual Funds Taxes 
The Motley Fool
DECEMBER 7, 2023
Put a REIT into a tax-advantaged Roth account and you can avoid taxes altogether. A mortgage REIT like AGNC buys mortgages that have been pooled into bond-like securities, often referred to as something like a collateralized mortgage obligation (CMO). In some ways, a mortgage REIT is more like a mutual fund than a company.
The Motley Fool
MARCH 14, 2024
AGNC is not your typical REIT Real estate is in the name real estate investment trust (REIT), a special type of corporate structure that lets companies pass income on to investors without paying corporate taxes. Mortgage REITs are more like mutual funds than operating companies. The mortgage REIT sector is fairly complex.
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The Motley Fool
APRIL 29, 2024
The increase was primarily due to higher G&A expenses this quarter, which was specifically related to an increase in employer-paid payroll taxes in connection with employee stock option exercises in the first quarter. Software business operating expenses were $96.1 million, up 1.7% compared to $94.5 million in Q1 of last year.
The Motley Fool
OCTOBER 21, 2024
There's a phenomenon called window dressing, which is occasionally indulged in by some of the mutual funds, especially some of the more popular mutual funds out there. I recommend that on tax day of 2005. The bank usually wants all this collateral. In many ways, you're paying taxes to your local community.
The Motley Fool
AUGUST 2, 2024
Our pre-tax adjusted operating income was $1.6 per share on an after-tax basis, up 10% from the year-ago quarter and 12.5% Retail outflows of 600 million were driven by subadvised equity strategies and mutual funds and were partially offset by positive momentum in public fixed income. on an after-tax basis.
The Motley Fool
MAY 1, 2024
First of all, your broker may provide just your overall portfolio's performance, which really may not indicate how good you are picking stocks if you have other investments in your portfolio such as mutual funds, bonds, cash. Those are the basics and how these funds work. Alison Southwick: Oh, yeah.
Sara Grillo
MAY 8, 2023
They go crazy and paint it with BS statements like: Tax-free guaranteed income Can’t lose money asset Upside potential with downside protection Privatized banking Be your own bank Remember that there is a floor to the crediting rate, but that doesn’t mean you can’t lose money. Here’s why that stinks.
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