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. Review your finances and reach out to a professional if needed.

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Taxes Debt Accounting Leveraging 243

The Motley Fool

APRIL 12, 2024

But the second box is what knocks most people out of the running: You have to earn the maximum income subject to Social Security taxes (also known as the contribution and benefit base) for at least 35 years. Choose the best Social Security claiming age for you: Think about what makes sense, based on your health and finances.

Taxes 246

Taxes Leveraging Debt Finance 246

The Motley Fool

JULY 6, 2024

Map out your finances and set goals to help you stay on track. This separation not only protects your personal assets from business liabilities, but can also offer potential tax benefits. Focus on leveraging free resources and reinvesting your earnings for growth. The cost here is your time.

Legal 245

Legal Startups Banks Taxes 245

The Motley Fool

FEBRUARY 14, 2024

Image source: Getty Images As anyone who's ever struggled with money knows, the amount you have access to makes a huge difference in how you approach your finances. Long-term financial planning One key aspect here is the ability to use your funds in a way that is beneficial to your future finances. Learn more here. of their income.

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Debt Finance Financing Accounting 246

The Motley Fool

AUGUST 16, 2024

I won't have to worry about paying taxes on those Roth dollars in retirement because I'm taking care of the tax bill upfront. I'm simply leveraging the accounts available to me, keeping a close eye on my finances, and doing my research to stay on course. The best part? Here's my strategy. Image source: Getty Images.

Exchange-Traded Funds 246

Exchange-Traded Funds Accounting Taxes Stock Exchanges 246

The Motley Fool

SEPTEMBER 19, 2024

Bears can rightfully point to Carnival's problematic leverage, but now that Carnival is cruising in the right direction, it's working on turning that mountain into a molehill. The Fed's long-overdue push to cut rates this week won't just make it cheaper for more people to finance future Carnival sailings. It has bought back $6.6

Enterprise Values 245

Enterprise Values Debt Taxes Leveraging 245

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). It's almost the same as a shareholder who automatically reinvests dividends into the stock.

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Shareholders Returns Capital Taxes 234

The Motley Fool

OCTOBER 20, 2024

For decades, ADM has leveraged its enormous global asset base to originate, process, and transport agricultural commodities between over 190 countries. As a BDC, Hercules Capital can avoid income taxes by distributing at least 90% of profits to shareholders as a dividend. The stock offers a 3.4% annually since 2020.

Stakes 246

Stakes Finance Financing Shareholders 246

The Motley Fool

APRIL 29, 2024

As an operating business, we are able to use cash flows, as well as proceeds from equity and debt financing, to accumulate bitcoin, which serves as our primary treasury reserve asset. These capital market levers allow us to deploy intelligent leverage to increase our Bitcoin holdings in a manner which we believe has created shareholder value.

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Leveraging Debt Assets Shareholders 246

The Motley Fool

DECEMBER 4, 2023

I'll show you how you could leverage their 401(k) to retire a millionaire. Frankly, this is personal finance malpractice! It's a tax-deferred investment account, which means you put pre-tax dollars in, reducing your taxable income for that year. The catch is that you pay taxes on your withdrawals in retirement.

Taxes 211

Taxes Leveraging Accounting Finance 211

The Motley Fool

DECEMBER 1, 2024

Data source: Google Finance. AGNC Investments can boost its investment return by using leverage (borrowing money) to buy additional MBS. Energy Transfer Energy Transfer is a master limited partnership (MLP ), entities that send their investors a Schedule K-1 federal tax form each year. 14.9% $249.00 Energy Transfer $1,666.67

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Leveraging Taxes Finance Financing 246

The Motley Fool

MARCH 28, 2024

and Doha for around 70,000 Avios plus taxes and fees. By leveraging the tips above, you can dip your toes into a world of luxury and extravagance, all while keeping your finances firmly grounded. Consider the possibilities: Transferring your points to airline partners often yields the most value.

Leveraging 243

Leveraging Finance Financing Taxes 243

The Motley Fool

JANUARY 10, 2024

in net debt to earnings before interest, taxes, depreciation, and amortization ( EBITDA ). More like specialized financiers, royalty and streaming companies provide up-front capital to miners to help them finance their capital-intensive projects. Currently, investors can grab shares of Agnico Eagle from the bargain bin.

Mergers and Acquisitions 243

Mergers and Acquisitions Debt Amortization Depreciation 243

The Motley Fool

OCTOBER 21, 2024

That lease structure requires tenants to cover all operating costs, including routine maintenance, real estate taxes, and building insurance. It also has a low-leverage balance sheet financed with long-term, low fixed-rate debt. It only invests in single-tenant net lease retail properties. years, which leads the sector.

Debt 245

Debt Leveraging Taxes Finance 245

The Motley Fool

JANUARY 8, 2024

With the new year comes new hopes for the future, a new tax year, and new opportunities to invest in the trends that will define our future. If they held assets in companies dependent on debt financing, they were particularly worried. 2024 is just getting started.

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The Motley Fool

SEPTEMBER 26, 2024

Warren Buffett's Berkshire Hathaway even got involved, helping to finance Oxy's bid. However, the deal was very large, requiring the company to take on material leverage. As a master limited partnership (MLP), Enterprise is specifically designed to pass income on to unitholders in a tax-efficient manner. distribution yield.

Bidding 244

Bidding Leveraging Taxes Finance 244

The Motley Fool

JULY 24, 2024

For example, in software, our broad suite of automation products like Apptio and watsonx Orchestrate are leveraging AI and we expect to do the same with HashiCorp once the acquisition is complete. The last 12 months of AI pilots has made it clear that sustained value from AI requires truly leveraging enterprise data.

Consultants 243

Consultants Consulting Leveraging Taxes 243

The Motley Fool

SEPTEMBER 21, 2023

Higher production volumes, which enabled Rivian to better leverage its fixed costs and negotiate price reductions from suppliers, also contributed to the gains. And if further capital raises are needed, financing will likely be on more attractive terms. which should help buyers qualify for more tax credits.

Leveraging 246

Leveraging Stakes Taxes Finance 246

The Motley Fool

SEPTEMBER 2, 2023

For many years, there were a lot of opportunities for midstream companies to grow, and investors were happily willing to help finance that via the equity and debt markets. Leverage has also been reduced, with debt-to-earnings before interest, taxes, depreciation, and amortization ( EBITDA ) at roughly 3.2 Times have changed.

Companies 246

Companies Amortization Depreciation Earnings Before Interest 246

The Motley Fool

FEBRUARY 5, 2025

Morici -- Chief Financial Officer and Executive Vice President, Global Finance Thanks, Joe. tax authorities regarding cumulative assessments of approximately $100 million for unpaid VAT related to certain Clear Aligner sales made during the period of October 2019 through October 2023. tax authorities. million, up 1.8%

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Finance Financing Taxes 130

The Motley Fool

FEBRUARY 20, 2024

REITs, because they typically must finance portfolio growth, are particularly sensitive to interest rates and delays in the expected cuts this year have helped hamper their share price performance. Like Alexandria, it is on the grow, leveraging its rock-solid balance sheet for $1.3 million square feet in 49 states.

Prospects 244

Prospects Leveraging Taxes Finance 244

The Motley Fool

JUNE 28, 2023

Those include its e-commerce marketplace; its digital payment platform, Mercado Pago; its logistics service, Mercado Envios; and a financing arm, Mercado Credito. margin on adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ). First, the company is highly profitable, with a net income margin of 11.6%

Amortization 246

Amortization Depreciation Earnings Before Interest Leveraging 246

The Motley Fool

NOVEMBER 9, 2024

The past few years have been tough for real estate operators, as rising interest rates have increased their costs of financing. Agree Realty has a strong balance sheet, and its use of leverage is low, compared to its peers. Despite this, Agree Realty continues to grow steadily and build on its solid foundation.

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Initial Public Offering Leveraging Taxes Finance 245

The Motley Fool

FEBRUARY 28, 2025

We believe that the unique and flexible financing solutions that we can provide to lower middle market companies and their owners and management teams and our differentiated long-term to permanent holding periods represent an attractive solution to the needs of many lower middle market companies. Net asset value, or NAV, increased by $1.08

Capital 130

Capital Asset Management Debt Leveraging 130

The Motley Fool

MARCH 13, 2024

Moreover, both Amazon and Alphabet leverage voice-recognition software in their lines of smart home appliances. A combination of top-line growth and disciplined cost controls helped the company trim losses by half on an adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) basis last year.

Amortization 246

Amortization Depreciation Earnings Before Interest Leveraging 246

The Motley Fool

JANUARY 6, 2025

The result included a 264 million after-tax charge for litigation expense as a result of a verdict the company intends to appeal. Excluding an approximate 265 million after-tax charge related to the litigation accrual, adjusted earnings for the quarter totaled 88.5 million, or a loss of $1.54 per diluted share, on sales of 1.9

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Banks Capital Shareholders 246

The Motley Fool

MARCH 26, 2025

Significant one-time factors that benefited the firm included a drop in its effective tax rate to 9.4% a year earlier, largely due to the partial resolutions of some state and local tax matters. Jefferies Finance, a major joint venture, played a role in maintaining its leveraged finance stronghold. from 25.4%

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Investment Banking Investment Banks Banks Asset Management 130

The Motley Fool

MARCH 3, 2024

The dual engines of Block: Powering payments and personal finance Jack Dorsey and Jim McKelvey founded Block, then known as Square, in 2009 with the mission of helping small and medium-sized businesses accept credit card payments. Here's why Block could be a no-brainer for investors today.

Amortization 246

Amortization Depreciation Earnings Before Interest Banks 246

The Motley Fool

SEPTEMBER 20, 2023

Now that Sea's business is fully funding operations, shareholders don't have to worry about incremental financing to pay the bills, which could otherwise dilute shareholder value. for adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ). Finance, the average vehicle on the road is 12.5

Leveraging 242

Leveraging Enterprise Values Shareholders Amortization 242

The Motley Fool

MARCH 13, 2025

In addition to the opportunity to increase sales and ultimately realize further growth in the pOpshelf banner, we are also able to leverage learnings from this banner and apply them in our non-consumable categories in our Dollar General stores to further strengthen that offering for our DG customers. Net sales growth in the range of 3.4%

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Leveraging Depreciation Shareholders Capital 130

The Motley Fool

DECEMBER 2, 2024

I will now hand the conference over to your speaker today, Ashwin Kesireddy, vice president, investor relations and strategic finance. Ashwin Kesireddy -- Senior Vice President, Investor Relations and Strategic Finance Good afternoon, everyone, and welcome to the Zscaler first quarter fiscal year 2025 earnings conference call.

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Leveraging Accounting Taxes Finance 130

The Motley Fool

APRIL 24, 2024

Thanks to fast portfolio growth and impressive operating leverage, servicing income reached $273 million. Turning to Originations, our team did a great job generating $32 million in pre-tax income while continuing to be an industry leader in retention. On a year-over-year basis, the portfolio is up 33%. Good morning.

Leveraging 246

Leveraging Amortization Bidding Collateral 246

The Motley Fool

JUNE 3, 2024

Here are my top four tips for freelancers looking to improve their finances and stress less about money. Project your annual income Paying taxes quarterly is, unfortunately, necessary for freelancers. Although tax payments can be painful, you need to know how much money you need to pay to avoid a much bigger headache later on.

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Taxes Finance Financing Accounting 130

The Motley Fool

OCTOBER 31, 2024

Our pre-tax adjusted operating income was $1.6 per share on an after-tax basis for the third quarter of 2024 and $9.98 We are executing our strategy of both product and client segment diversification while leveraging technology to increase operating efficiency and enhance the customer experience. on an after-tax basis.

Liabilities 130

Liabilities Assets Capital Shareholders 130

The Motley Fool

FEBRUARY 1, 2024

million in net debt, its net-leverage ratio is a modest 0.31. This should help the company's oil and gas royalty segment bring in higher earnings before interest, taxes, depreciation, and amortization ( EBITDA ). This is a testament to proper vetting prior to financing being given a green light. Image source: Getty Images.

Debt 246

Debt Investing Liabilities Private Companies 246

The Motley Fool

FEBRUARY 21, 2024

I would now like to turn the conference over to Steve Bakke, senior vice president of corporate finance. Of our $2 billion initial investment volume forecast, approximately half is expected to come in the form of development financing, the vast majority of which is already identified. times in line with our targeted leverage ratio.

Mergers and Acquisitions 246

Mergers and Acquisitions Debt Assets Finance 246

The Motley Fool

APRIL 23, 2024

It may seem daunting with the dual challenge of managing a household and contributing to the family's personal finances. These accounts offer tax advantages and can significantly impact your child's financial future. This account allows you to save tax free for qualified education expenses, such as tuition, room and board, and books.

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Education Taxes Accounting Leveraging 130