The Motley Fool

FEBRUARY 19, 2024

A family office may offer financial planning, investment management, tax expertise, and charitable giving opportunities. These offices can be set up for a specific family and handle their finances exclusively, or cater to multiple high-net-worth families.

Hedge Funds 239

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

The Motley Fool

AUGUST 14, 2024

Money market funds A money market fund is a mutual fund that invests in low-risk securities. For example, a money market fund might invest in municipal debt, corporate bonds, or Treasury bills. There are two types of annuities: income annuities and tax-deferred annuities.

Returns 241

Returns Investing Mutual Funds Exchange-Traded Funds 241

The Motley Fool

SEPTEMBER 21, 2024

You can also buy bonds through ETFs or mutual funds. Funds are baskets of securities and can be a more accessible and affordable way to add bonds to your portfolio. On top of that, you won't owe any taxes on your gains because the government can't tax money you're saving on interest payments.

Mutual Funds 230

Mutual Funds Debt Taxes Accounting 230

The Motley Fool

JANUARY 31, 2024

households owned stocks in 2022, according to the Federal Reserve's survey of consumer finances released this fall. The cohort includes families holding individual shares directly and those owning stocks indirectly through funds, retirement accounts or other managed accounts. About 58% of U.S.

Mutual Funds 246

Mutual Funds Exchange-Traded Funds Accounting Taxes 246

The Motley Fool

JULY 14, 2024

According to the Federal Reserve's Survey of Consumer Finances, the median American household aged 65 to 74 has just $200,000 saved for retirement. Here's how I plan to retire as a millionaire and pay no taxes. Once it's open, you can contribute up to $7,000 in 2024, and the amount typically stays the same or rises every tax year.

Exchange-Traded Funds 189

Exchange-Traded Funds Mutual Funds Taxes Accounting 189

The Motley Fool

APRIL 18, 2024

And some plug-in hybrids can qualify for a pre-owned EV tax credit of up to $4,000 -- making them an even better deal for your budget and the planet. The biggest immediate impact on your personal finances from going solar is that the federal government is offering a generous tax credit for installing residential solar.

Mutual Funds 130

Mutual Funds Taxes Banks Finance 130

The Motley Fool

MAY 20, 2024

I've since contributed to those accounts every year, generally striving to max out my state's tax deduction over the course of a year. Until the need to spend the money in their accounts became clear, I invested those contributions in stock-based index funds. This is because the market can fall as well as rise. What comes next?

Portfolios 130

Portfolios Mutual Funds Education Taxes 130

The Motley Fool

JULY 23, 2023

Millions of parents and grandparents have poured billions into 529 accounts to fund their beneficiaries' schooling since the tax-advantaged savings plans were created by Congress in 1996. But be aware that each state has its own mix of other 529 program features, including additional tax credits and allowable education expenses.

Education 130

Education Mutual Funds Funds Taxes 130

The Motley Fool

JUNE 16, 2023

Tax-advantaged accounts There are a few different types of tax-advantaged investment accounts, and not all of them are geared toward retirement. What they have in common is that they can lower your tax bill and help boost your investments. 401(k) : This is a tax-deferred, employer-sponsored retirement plan.

Mutual Funds 130

Mutual Funds Taxes Investing Exchange-Traded Funds 130

The Motley Fool

JANUARY 3, 2025

Almost every financial move I made, few as they were was not a good one until I recently started talking about my finances with Jason. You said, "Almost every financial move I made few as they were was not a good one until I recently started talking about my finances with Jason." I have you and Jason to thank for that.

Portfolios 130

Portfolios Investing Mutual Funds Taxes 130

The Motley Fool

MAY 1, 2024

In this podcast, Motley Fool personal finance expert Robert Brokamp and contributor Matt Frankel break down choices facing new investors, and give some advice for long-term success. Robert Brokamp: The key there, remember with the IRA and it stands for individual retirement account, is that you get tax benefits by putting it into an IRA.

Mutual Funds 130

Mutual Funds Investing Accounting Education 130

Private Equity Insights

AUGUST 31, 2023

The venture capital fund, part of Japan’s SoftBank Group, sold 100m shares at 94.7 International Monetary Fund, Morgan Stanley Asia Singapore, Societe Generale, Goldman Sachs (Singapore), Invesco Mutual Fund and Kotak Mahindra Life Insurance were among those who bought Zomato shares, data from the National Stock Exchange showed.

Stakes 130

Stakes Mutual Funds Private Equity Firms Private Equity Firms 130

The Motley Fool

MARCH 30, 2024

Anyone who's just starting to get their finances in order faces a lot of competing priorities. They're told they need to pay down debt or build an emergency fund, all while saving for retirement too. These funds are highly liquid and provide returns similar to what you'd get from a money market account at a bank.

Mutual Funds 130

Mutual Funds Funds Taxes Accounting 130

The Motley Fool

JANUARY 18, 2024

The tax deferrals might be overrated Tax savings are a popular selling point of 401(k) plans. That means your 401(k) contributions come right off the top, before state and federal taxes, etc. The result is lower taxable income at the end of the year, so you pay less in taxes. Image source: Getty Images.

Mutual Funds 130

Mutual Funds Taxes Accounting Finance 130

The Motley Fool

JANUARY 17, 2025

You can decide whether you want to cash in and increase your tax bill this year or not. When you're investing in managed mutual funds, you're handed a tax bill near the end of every year that you didn't have much control over, and the average managed mutual fund turns over 70% to 100% in a given year.

Investors 130

Investors Mutual Funds Stock Market Stock Market 130

The Motley Fool

MARCH 22, 2024

And if you want to improve your finances , it helps to know how the richest 1% manage their money. Wealthy Americans also tend to put their money in investment funds, such as mutual funds. An easy way to invest in the stock market is with an index fund. In return, you save on taxes.

Debt 130

Debt Taxes Mutual Funds Finance 130

The Motley Fool

APRIL 17, 2024

In this podcast, Motley Fool co-founder David Gardner checks in with Motley Fool analyst Bill Barker and personal finance expert Robert Brokamp. I worked in the treasury department working on terrorist finance, freezing, and tracking, and thwarting. It was a hiring time in terrorist financing. David Gardner: Get behind.

Finance 130

Finance Financing Law Firms Mutual Funds 130

The Motley Fool

JULY 17, 2024

You have until the end of the year to set aside funds in a 401(k) at work and until April 15, 2025 (tax filing deadline) to make your contributions to an individual retirement account (IRA). We've passed the halfway mark in 2024, but there's still time to crush your retirement goals. Image source: Getty Images.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Taxes Accounting 130

The Motley Fool

OCTOBER 15, 2024

Then, Motley Fool personal finance expert Robert Brokamp joins host Alison Southwick to answer listener questions about saving for college, finding a financial advisor, and estate planning. That means that the tenant has to pay taxes, building maintenance, and insurance expenses. The REIT isn't responsible for that.

Taxes 130

Taxes Mutual Funds Accounting Finance 130

The Motley Fool

JANUARY 21, 2024

Finance, and each fund's online home page. As you can see, Grayscale's fund is far larger than the others. It's the only asset on this list that was converted from a mutual fund format instead of created from scratch last week. million 0.25% (Introductory rate of 0.12% for the first year or first $5.0

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

SEPTEMBER 30, 2023

Plus, Motley Fool personal finance expert Robert Brokamp and host Alison Southwick find out how Fools use ETFs in their portfolios. You're paying property taxes, you might be paying HOA fees in America. But if you need to realize funds from that million-dollar house, you can either put a HELOC on it and take some money out.

Investors 130

Investors Mutual Funds Exchange-Traded Funds Funds 130

The Motley Fool

MARCH 9, 2024

Plus, Motley Fool host Alison Southwick and personal finance expert Robert Brokamp answer listener questions about 403(b)s, UTMAs, and the safety of brokerage platforms. It's got seven billion in cash, so this is easy to finance, no doubt. AutoZone 's international growth. Wendy's plan to test surge pricing. Zoom's got a lot of money.

Investors 130

Investors Mutual Funds Accounting Taxes 130

Integrity Financial Planning

MARCH 13, 2023

It’s held jointly between you and your employer and contains contributions from you both, and it consists of stocks, bonds, mutual funds, and other assets. The contents of a 401(k) are not taxed until they are withdrawn and taken directly out of your paycheck, which may be useful depending on your financial situation.

Mutual Funds 84

Mutual Funds Taxes Financial Institutions Accounting 84

The Motley Fool

MAY 7, 2024

Alison Southwick: There comes a time and everyone's life when they need a little help and your finances are no different. One of my favorite personal finance columnist is Christine Benz at Morningstar. They are very knowledgeable about many aspects of your finances. She knows about as much as anyone about financial planning.

Accounting 245

Accounting Finance Financing Consultants 245

Private Equity Wire

FEBRUARY 14, 2024

PARTNER CONTENT By Muhammad Akram, CPA Founder, Akram | Assurance, Advisory & Tax Firm Why fair value is so important Fair value impacts net assets/partners’ capital, potentially overstating performance and overcharging management and performance fees. Maintain documentation for all inputs, including growth rates and discount rates.

Venture Capital 98

Venture Capital Investing Best Practices Mutual Funds 98

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. Debt financing. Our two recent convertible note financings were both upsized and well-received by the market. Equity issuances. We've issued $3.2

Leveraging 246

Leveraging Debt Assets Shareholders 246

The Motley Fool

APRIL 22, 2024

Deidre Woollard: It's April 15th; file those taxes, and then treat yourself. I'm Deidre Woollard here with Bill Barker on this tax Monday. laughs] I have delivered taxes with all the people getting in there at midnight. No longer, but I've got a few more of my kids taxes to finalize than my own.

Taxes 130

Taxes Finance Financing Mutual Funds 130

The Motley Fool

MAY 21, 2024

Motley Fool host Alison Southwick and personal finance expert Robert Brokamp discuss how investors can evaluate exchange-traded funds. If there's anything in the whole world of visual funds that you can take to the bank, it's that expense ratios help you make a better decision. Steps for evaluating your funds.

Mutual Funds 130

Mutual Funds Taxes Hedge Funds Funds 130

The Motley Fool

OCTOBER 29, 2024

Click here to learn more about its zero-fee mutual fund and ETF trading and open an account. Plus, those over 50 can get extra tax benefits by making catch-up contributions to their IRAs. A reputable low-fee brokerage can help you manage your portfolio and get the right mix of investments. How much do you need each year?

Mutual Funds 130

Mutual Funds Accounting Portfolios Taxes 130

The Motley Fool

JANUARY 25, 2024

Plus, Motley Fool personal finance expert Robert Brokamp and host Alison Southwick open up the mailbag and answer questions about investing a lump sum, saving for kids, and ABLE accounts. If you decide to trim the position, it definitely makes sense to identify the shares you're selling to maximize the tax consequences.

Investors 130

Investors Taxes Banks Education 130

The Big Picture

JULY 11, 2023

So since we’re talking about weather, aside from the weather, what are the cultural differences like, especially in finance? Because California finance, very different than New York finance culturally. And I got to tell you, we then spun out an auto financing business. JOHNSON: For sure. What led to that decision?

Mutual Funds 89

Mutual Funds Mergers and Acquisitions Asset Management Finance 89

The Big Picture

DECEMBER 21, 2023

People raise money to pay taxes. They pay taxes is certain times of year. Jeff Hirsch : It says that people are creatures of habit, and it’s a behavioral finance, uh, at its core where people are doing the same things over and over on a regular basis. I mentioned certain things happen every year.

Mutual Funds 128

Mutual Funds Taxes Bidding Education 128

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 Big Picture

DECEMBER 7, 2023

When we launched Masters in Business in 2014, there were no long-form interviews with people in finance discussing their careers and investing philosophies. Portnoy has held senior investment roles throughout the hedge fund and mutual fund industries. ’ Let me know what you think !

Mutual Funds 65

Mutual Funds Hedge Funds Asset Management Assets 65

The Motley Fool

OCTOBER 11, 2024

increased 5%, reflecting a higher tax rate compared to a year ago. Our as-adjusted tax rate for the third quarter was 26%. The prior-year quarter included $215 million of discrete tax benefits, while the third quarter of 2024 was impacted by $22 million of discrete expense. active fixed income mutual funds.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

Integrity Financial Planning

APRIL 2, 2023

A high-net-worth individual, also known as an HNWI, is typically someone with at least $1 million in cash or assets that can be easily converted into cash, including stocks, bonds, mutual fund shares, and other investments. [1] Roth IRAs are contributed to post-tax, meaning they can be withdrawn from tax-free.

High Net Worth Individuals 52

High Net Worth Individuals Mutual Funds Taxes Liabilities 52

The Motley Fool

SEPTEMBER 14, 2023

Motley Fool personal finance expert Robert Brokamp recently caught up with William Bernstein to discuss topics including: Why a 2% real return is "quite spectacular." William Bernstein: I think the part of behavioral finance that has been under emphasized. The math and Shakespeare of investing. Originally published in 2002.

Investors 130

Investors Finance Financing Banks 130