The Motley Fool

AUGUST 1, 2024

The IRS also has the right to garnish your Social Security benefits if you owe back taxes and have made no attempt to pay. To be clear, this generally will not happen if you're repaying your tax debt in installments and are current on your plan. The same holds true for federal student loans.

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The Motley Fool

JULY 13, 2024

They do their best to avoid debt Most millionaires eliminate all other debt besides a mortgage on their home. That means not carrying credit card debt from month to month or financing a new boat, ATV, or vacation whenever the whim strikes. They do everything within their power to pay off debt as soon as possible.

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Taxes Debt Depreciation Financing 246

Private Equity Wire

JANUARY 20, 2025

International hedge funds and private equity firms are increasingly investing in Lloyds of Londons tax-exempt investment vehicle, as the 300-year-old UK institution expands its efforts to attract global investors, according to a report by the Financial Times.

Private Equity Firms 97

Private Equity Firms Private Equity Firms Hedge Funds Pension Funds 97

The Motley Fool

OCTOBER 28, 2024

Carrying credit card debt High-interest credit card debt can be an easy trap to fall into, especially if you're struggling to make ends meet. Financially literate people know how easily debt can pile up when you're paying 20% interest. That $100 purchase can turn into thousands in credit card debt over time.

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The Motley Fool

OCTOBER 29, 2024

factories, which led to $264 million of Section 45X tax credits during the period, partially offset by the aforementioned increase in our Series 7 product warranty liability, higher underutilization charges and additional inventory reserves for lower-bin modules manufactured in our international factories. billion, compared to $1.8

Taxes 246

Taxes Liabilities Capital Leveraging 246

The Motley Fool

AUGUST 8, 2024

After staring at the brink of bankruptcy, a debt restructuring deal rescued the stock. The company has now reported an earnings before interest, taxes, depreciation, and amortization ( EBITDA ) profit and positive net income for each of the first two quarters in 2024. Also, most of that debt has interest rates between 12% and 14%.

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Amortization Depreciation Debt Earnings Before Interest 243

The Motley Fool

SEPTEMBER 30, 2024

We were smack-dab in the middle of paying off debt and found the idea of facing more medical expenses discouraging. HDHPs have lower monthly premiums Lower monthly premiums mean more money can be used for other goals, like paying off debt or building an emergency fund. Voluntary contributions are tax-deductible.

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Startups Taxes Debt Accounting 245

The Motley Fool

FEBRUARY 19, 2025

We continued our impressive debt reduction journey in 2024 as well, ending the year with $790 million in holding company debt, down from $4.2 We had a total estimated pre-tax statutory loss for our U.S. For the full year, we generated strong statutory pre-tax income of $378 million. life assumption reviews.

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Liabilities Legal Taxes Debt 130

The Motley Fool

JUNE 23, 2024

For instance, pre-tax contributions to a 401(k) can lower your taxable income. Instead of getting an up-front tax deduction, you'll contribute after-tax dollars to a Roth IRA so you can receive tax-free income during retirement. Image source: Getty Images. If you are 50 and older, those contribution limits will climb.

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Taxes Debt Accounting Leveraging 243

The Motley Fool

SEPTEMBER 9, 2024

Another factor contributing to PepsiCo's lower market capitalization is its higher debt burden. billion in net debt , whereas Coca-Cola has $24.8 However, it's important to highlight that Coca-Cola recently paid $6 billion in back taxes and interest to the IRS, related to a 17-year-old tax case, which is not factored into its $24.8

Debt 246

Debt Taxes Shareholders Capital 246

The Motley Fool

OCTOBER 31, 2024

Also, if you take on business debt through a business loan or credit card, you won't be held personally liable for those debts. Tax flexibility: By default, LLCs are considered "pass-through entities," which means profits and losses are reported on your personal income tax form.

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The Motley Fool

MARCH 27, 2025

Sign Up For Free Rapidly repaying debt Occidental Petroleum made a needle-moving acquisition last year, closing its $12 billion purchase of CrownRock. The only concern was the debt it took on to close the deal. billion of existing debt and issued $9.1 billion of new debt to fund the purchase. Start Your Mornings Smarter!

Debt 241

Debt Amortization Depreciation Shareholders 241

The Motley Fool

AUGUST 16, 2024

Selling your investments can not only lock in any potential losses, but it could also come with hefty taxes or fees. Even if you're only investing through a company 401(k) or IRA , withdrawing your savings before age 59 1/2 could result in a 10% penalty and income taxes on the amount you withdraw.

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The Motley Fool

DECEMBER 9, 2024

The non-GAAP tax rate for the quarter was actually 20.1%, which is higher than my 19% guidance. Even as higher tax rate lowered EPS by $0.02, we still hit the high end of my constant currency guidance. Lastly, my EPS guidance for Q3 assumes a base tax rate of 19%. Absolutely, we did better. billion over the last 12 months.

Taxes 245

Taxes Banks Investors Liabilities 245

The Motley Fool

AUGUST 20, 2024

You'll need a solid credit score (usually 680 or higher) and debt-to-income ratio, healthy cash reserves, and predictable income. Your monthly payment would break down as follows: $6,537 for principal and interest $658 for property taxes $66 for homeowners insurance In our example, we used a ZIP code in Tampa, Florida.

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Taxes Debt Finance Financing 244

The Motley Fool

FEBRUARY 13, 2025

billion in borrowings after paying back another $323 million of debt. Its debt-to-EBITDA (earnings before interest, taxes, depreciation and amortization) multiple is a reasonable 1.4, It did have to upend its once cash-heavy balance sheet to finance the $2.5 lower than what larger footwear makers Nike and Skechers are sporting.

Debt 147

Debt Amortization Depreciation Earnings Before Interest 147

The Motley Fool

NOVEMBER 6, 2024

For its smokeable segment, revenue net of exercise taxes rose 1.2% Revenue net of excise taxes in its oral products segment, meanwhile, rose 5.8% Overall revenue net of excise taxes rose 1.3% It ended the quarter with net debt of $23.3 Its debt-to- EBITDA leverage is in good shape at 2.1 Cigar volumes fell 1.6%.

Taxes 246

Taxes Debt Leveraging Companies 246

The Motley Fool

OCTOBER 2, 2024

The remaining 70% stake in DIRECTV has been generating dividends for AT&T, but it also locked up capital that could have been used to pay down debt to invest in the wireless or fiber networks. billion in pre-tax quarterly distributions. In the second half of this year, AT&T expects to receive $1.7 Another $5.4

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Stakes Conglomerates Debt Taxes 246

The Motley Fool

JULY 2, 2024

Your financial habits will help or hurt your retirement goals Chances are, it will be difficult to prioritize IRA contributions if you're deep in debt and struggling to pay the bills. Pay down debt : Pay more than the minimum balance on your credit cards, and see if you can negotiate a lower interest rate.

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Exchange-Traded Funds Taxes Debt Finance 243

Private Equity Wire

OCTOBER 30, 2024

PebblePad was advised by Bishopsgate (Corporate Finance), Gateley (Legal), Claritas (Tax), and Crosslake (Technology).

Due Diligence 97

Due Diligence Private Equity Firms Private Equity Firms Legal 97

The Motley Fool

MAY 6, 2024

Highly profitable, but watch debt levels Portillo's is not only a high-volume restaurant concept but also highly profitable. With minimal cash on the balance sheet and over $600 million in debt and tax receivable liabilities with its old private equity owners, the stock has an enterprise value of approximately $1.5

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Enterprise Values Initial Public Offering Debt Taxes 246

The Motley Fool

SEPTEMBER 13, 2024

His tough-love advice has helped countless people get out of debt and take control of their budgets. Not all debt is bad debt Ramsey is famously anti-debt, encouraging people to pay off every penny as quickly as possible. While it's great to be debt-free, not all debt is inherently bad.

Debt 243

Debt Financing Finance Liabilities 243

The Motley Fool

SEPTEMBER 5, 2024

billion in consolidated debt and only $12.6 billion in earnings before interest, taxes, depreciation, and amortization ( EBITDA ), and $31.3 billion in net debt in 2026. Boeing gets a downgrade An analysis of Akers' report suggests his reasoning is sound, and there are serious questions about Boeing's free cash flow ( FCF ).

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Amortization Depreciation Debt Earnings Before Interest 246

The Motley Fool

SEPTEMBER 19, 2024

It's trading for 26 times trailing earnings, and given its debt-bloated balance sheet, that multiple jumps to nearly 60 if you swap out market cap for enterprise value as the numerator. Carnival and its peers had to load up on debt at high rates or sell new shares at low prices to stay afloat. cruise was able to set sail.

Enterprise Values 245

Enterprise Values Debt Taxes Leveraging 245

The Motley Fool

JULY 14, 2024

Contributions to traditional IRAs (often called contributory IRAs) are typically tax-deductible for the year in which they're made -- you'll simply owe taxes on this money as it's withdrawn from these accounts. Of course, both kinds of accounts are allowed to grow without incurring any tax liabilities as they do.

Liabilities 246

Liabilities Taxes Accounting Debt 246

The Motley Fool

SEPTEMBER 20, 2024

If you're living paycheck to paycheck, battling against high-interest debt, or facing high costs of housing and car ownership, the idea of putting a chunk of your paycheck into a 401(k) or other retirement account might feel impossible. These are tax-advantaged accounts to help people save thousands of dollars per year for retirement.

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Taxes Debt Accounting Prospects 246

The Motley Fool

OCTOBER 9, 2024

This purchase meant a massive increase in IBM's total debt. So large was that debt that a failure would have likely led to doubts about IBM's future. Additionally, the income tax benefit that ignited the 37% net income growth is a one-time event. Still, its net income for the first two quarters of 2024 was $3.4

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Consulting Consultants Taxes Debt 244

The Motley Fool

MAY 28, 2024

billion after-tax goodwill write-down of its VillageMD investment in an admission that it greatly overpaid for the business. billion in net debt, not including operating leases, an ill-advised investment was not a good use of cash. The latter metric takes into account its net debt and takes out non-cash items.

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Debt Enterprise Values Amortization Depreciation 246

The Motley Fool

OCTOBER 7, 2024

Guidance for fourth-quarter adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) of $114 million came in below analyst expectations of $116 million based on net yield growth guidance of 5% compared with last year, which management says was very strong. The large debt is the hole in the Carnival investment thesis.

Debt 245

Debt Amortization Depreciation Earnings Before Interest 245

The Motley Fool

JULY 14, 2024

Though Kansas recently did away with taxation on Social Security benefits, nine states still tax Social Security income to some varying degree. This includes student loan debt. Garnished and/or levied benefits A fifth way your benefit can be reduced or terminated by the SSA is through a levy or garnishment.

Taxes 246

Taxes Debt Accounting Investing 246

The Motley Fool

NOVEMBER 10, 2024

However, there's much less of a tax drag on the transaction. Share repurchases incur a 1% tax (paid by the business); qualified dividends are taxed at the long-term capital gains tax rate (paid by the shareholder). They're still working to pay down debt, which eats up a lot of cash flow.

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Shareholders Returns Capital Taxes 234

The Motley Fool

JULY 7, 2024

You might also choose the wrong account in which to save for retirement and forgo tax savings in the process. Traditional IRAs and 401(k) plans give you tax-free contributions and tax-deferred gains. Roth IRAs and 401(k)s give you tax-free gains and withdrawals. Image source: Getty Images.

Taxes 246

Taxes Debt Accounting Financing 246

The Motley Fool

JUNE 7, 2024

But relying on credit cards too often could lead to a situation where your debt has gotten out of hand. Featured offer: save money while you pay off debt with one of these top-rated balance transfer credit cards But what if you owe more than twice that much money on your cards? That's the situation a lot of consumers are in today.

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Debt Taxes Financing Finance 246

The Motley Fool

NOVEMBER 21, 2024

We've transformed the company from a tax and accounting platform to an AI-driven expert platform. Starting with our consumer platform, Big Bet 3 is focused on helping customers make smart money decisions, take steps to improve their financial health year round, achieve their best tax outcome, and accelerate the receipt of their refund.

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Taxes Accounting Leveraging Capital 130

The Motley Fool

DECEMBER 18, 2024

The oil company has been slowly monetizing that position to raise cash to repay debt. Those sales enabled it to recycle capital by paying down debt following its $855 million acquisition of Meritage Midstream Services. It supports the operations of its parent, Occidental Petroleum , and third-party customers. Occidental owns a 44.8%

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Leveraging Debt Assets Capital 130

The Motley Fool

AUGUST 11, 2024

Taxes Also contributing to the retail price of gasoline are federal, state, and local government taxes, and those taxes vary dramatically by city and state. If your area of the country is steeped in gasoline taxes, you pay those taxes every time you hit the pump. Here are some of the most popular options.

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Taxes Financing Finance Debt 246

The Motley Fool

OCTOBER 13, 2024

For example, the report said that most people hire an advisor for: Retirement income planning Developing a financial plan Investment management Budgeting Debt payoff Tax guidance A good financial planner will help you create a roadmap for your finances, helping you achieve predetermined goals.

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