The Motley Fool

JULY 28, 2023

Master limited partnerships (MLPs) have fallen out of favor with investors over the years because of their tax complexities. Instead of sending a 1099-DIV for tax purposes, MLPs send their investors a Schedule K-1, which typically arrives late in the tax filing season. times leverage ratio. times this year. times target.

Taxes 246

Taxes Leveraging Prospects Capital 246

The Motley Fool

JUNE 20, 2023

Those entities have some tax complexities, which tend to weigh on their valuations compared to traditional corporations. In addition, some already tax-advantaged accounts (IRAs) don't allow investors to hold partnership units, and many stock market indexes don't allow partnerships. They're both publicly traded limited partnerships.

Taxes 246

Taxes Enterprise Values Leveraging Prospects 246

The Motley Fool

NOVEMBER 26, 2024

The sector has gone through a transformation in the past decade, with midstream companies reducing leverage and being more disciplined when it comes to funding growth projects. Even better, the company has said it could pay excess distributions once its leverage is below 3 times and it has excess free cash flow.

Leveraging 245

Leveraging Amortization Depreciation Earnings Before Interest 245

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. That way, you don't have to rely solely on your main source of income to fund your Roth IRA.

Taxes 243

Taxes Accounting Debt Leveraging 243

The Motley Fool

MAY 1, 2024

That enabled Enterprise to retain $786 million of excess free cash flow to fund expansion projects and maintain its elite balance sheet. That kept its leverage ratio at 3.0, It aims for leverage of 3.0, The company invested $875 million into growth capital projects during the first quarter. right on target. (It plus or minus 0.25

Leveraging 246

Leveraging Investing Taxes Capital 246

Private Equity Wire

NOVEMBER 4, 2024

In July, the firm closed its largest-ever direct lending fund with $15bn in equity commitments. The firm reported after-tax realised income of $316m, or 95 cents per share, for the third quarter. Private credit remains central to Ares’ strategy, with nearly 40% of third-quarter fundraising directed to US and European direct lending.

Leveraging 96

Leveraging Assets Taxes Banks 96

The Motley Fool

NOVEMBER 26, 2023

It's an effective tax planning strategy for stock investors. Donating shares to nonprofit organizations will provide two tax benefits. First, you get to deduct the value of the shares you donate as a charitable contribution on your taxes. He started the Bezos Earth Fund to fight climate change and protect nature in 2020.

Investors 246

Investors Taxes Bidding Leveraging 246

The Motley Fool

OCTOBER 28, 2024

of the total; real estate tax and ground leases , 1.6%; and other investments, at 3%. Tenants are responsible for all property expenses, including routine maintenance, real estate taxes, and building insurance. of its funds available for distribution (FAD) and 94.7% It also has real estate loans, accounting for 12.3%

Investing 246

Investing Leveraging Taxes Capital 246

Private Equity Wire

JANUARY 8, 2025

GFL expects to realise cash proceeds from the transaction of approximately CAD6.2bn net of the retained equity and taxes. GFL plans to use approximately CAD3.75bn of the CAD6.2bn net proceeds from the sale to reduce its debt, aiming to bring its net leverage ratio down to 3.0x.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Enterprise Values Leveraging 98

The Motley Fool

JANUARY 21, 2025

49% Net revenue $5.329 billion $5.195 billion $4.459 billion 20% Net income $1.840 billion N/A $1.045 billion 76% Pre-tax profit margin 43.3% (46.6% 49% Net revenue $5.329 billion $5.195 billion $4.459 billion 20% Net income $1.840 billion N/A $1.045 billion 76% Pre-tax profit margin 43.3% (46.6% adjusted) N/A 26.8% (36.0%

Assets 130

Assets Asset Management Leveraging Prospects 130

The Motley Fool

MAY 9, 2024

According to a recent study by Hartford Funds, in collaboration with Ned Davis Research, analysts found that dividend-paying companies have delivered annualized returns of 9.17%, outperforming the S&P 500 index with less volatility over the past 50 years. BDCs tend to use leverage to help boost their payouts.

Initial Public Offering 246

Initial Public Offering Leveraging Banks Debt 246

The Motley Fool

AUGUST 18, 2024

Roughly 98% of its earnings before interest, taxes, depreciation, and amortization ( EBITDA ) comes from cost-of-service arrangements or long-term contracts. That gives it a nice cushion while enabling Enbridge to retain a meaningful percentage of its earnings to fund its continued expansion. times leverage ratio , well within its 4.5x-5.0x

Leveraging 237

Leveraging Amortization Depreciation Earnings Before Interest 237

The Motley Fool

DECEMBER 18, 2024

The MLP expects its leverage ratio to end the year at 3 times, down from 3.7 That's much lower than Energy Transfer, which expects its leverage ratio to be toward the lower end of its 4 times to 4.5 It uses the excess funds to repurchase units and strengthen its balance sheet. times at the end of last year. times target range.

Leveraging 130

Leveraging Debt Assets Capital 130

The Motley Fool

MARCH 27, 2024

The beauty of a Roth IRA lies in its tax structure. Contributions are made with after-tax dollars, but the account's growth and withdrawals are tax free under current laws. It's an incredible way to leverage compound interest from a young age. Plus, withdrawals used for qualified education expenses are not taxed.

Accounting 246

Accounting Education Taxes Consultants 246

The Motley Fool

DECEMBER 9, 2024

To fund these up-market investments, we are reallocating a portion of our mid-market investments. To that end, we are leveraging the learnings from early service engagement to develop new tools to accelerate future modernization efforts. In the long run, we expect to automate and simplify large parts of the modernization process.

Education 242

Education Professional Services Leveraging Accounting 242

The Motley Fool

NOVEMBER 7, 2024

They often have very high dividend payout ratios and leverage ratios , which puts them at a higher risk of needing to cut their dividends if they run into financial trouble. That enables the company to retain cash to fund expansion projects and maintain a strong financial foundation. leverage ratio, well below the 4.0

Leveraging 245

Leveraging Taxes Returns Portfolios 245

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. To be on the safe side, I've set my sights on becoming a Roth millionaire.

Exchange-Traded Funds 246

Exchange-Traded Funds Accounting Taxes Stock Exchanges 246

The Motley Fool

AUGUST 20, 2024

It allows the MLP to retain billions of dollars in cash flow to fund expansion projects, repurchase units, and maintain a strong balance sheet. times leverage ratio. Because of that, it can borrow money at lower rates and better terms to fund its operations and expansion. The MLP has A-rated credit and a low 3.0

Mergers and Acquisitions 246

Mergers and Acquisitions Initial Public Offering Stakes Taxes 246

The Motley Fool

AUGUST 31, 2024

Buffett's reason for selling focuses on the favorable tax laws American corporations currently benefit from. He expects taxes to go up in the future. Since Berkshire's sitting on a substantial capital gain from its Apple investment, he decided to take some money off the table and pay taxes now instead of waiting until later.

Conglomerates 246

Conglomerates Taxes Stakes Leveraging 246

The Motley Fool

NOVEMBER 25, 2023

Here's a look at some of the most common misconceptions on the quiz and how you can leverage this information to get the most out of the program. The other way to earn Social Security retirement benefits is by working and paying Social Security taxes. And some people may not owe benefit taxes at all. Image source: Getty Images.

Taxes 243

Taxes Leveraging Funds 243

The Motley Fool

DECEMBER 14, 2024

That lease structure requires tenants to cover all of a property's operating costs, including routine maintenance, real estate taxes, and building insurance. leased to growing retailers that need capital to fund their continued expansion. NNN REIT has a slightly lower dividend payout ratio and leverage ratio. Realty Income 5.6%

Leveraging 243

Leveraging Debt Taxes Portfolios 243

The Motley Fool

MARCH 24, 2024

Investors who like Enterprise Products Partners (and understand the tax complexities of owning an MLP ) should check out fellow MLP MPLX (NYSE: MPLX). billion of adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) and $5.3 leverage ratio , which falls in the middle of its 2.75-3.25 target range.

Leveraging 246

Leveraging Amortization Depreciation Earnings Before Interest 246

The Motley Fool

SEPTEMBER 3, 2024

That lease structure requires the tenant to cover a property's operating expenses, like routine maintenance, building insurance, and real estate taxes. That gives it a decent cushion while enabling the REIT to retain some cash to help fund new investments. Carey is one of the largest REITs focused on net lease real estate.

Leveraging 246

Leveraging Prospects Taxes Portfolios 246

The Motley Fool

JULY 1, 2024

This can been seen in the performance of major sector exchange-traded funds (ETFs) such as the Alerian Energy Infrastructure ETF (NYSEMKT: ENFR) , up about 18% year to date, and the Alerian MLP ETF (NYSEMKT: AMLP) , up nearly 17%. Meanwhile, its balance sheet is in good shape with a leverage ratio (net debt/adjusted EBITDA ) of just 3.2

Exchange-Traded Funds 245

Exchange-Traded Funds Leveraging Enterprise Values Amortization 245

The Motley Fool

JANUARY 31, 2025

First, we committed to leveraging our distinctive risk capital and human capital structure to unlock new solutions that address the evolving client demand discussed earlier. Moving to interest, other income and taxes on Slide 11. billion of debt in 2024 and coupled with earnings growth, lowered our debt-to-EBITDA leverage from 4.1

Leveraging 130

Leveraging Capital Taxes Shareholders 130

The Motley Fool

AUGUST 25, 2024

Enbridge currently gets 98% of its earnings before interest, taxes, depreciation, and amortization (EBITDA) from stable cost-of-service or contracted assets. That enables it to retain billions of dollars in excess cash flow each year to fund new investments and maintain a strong balance sheet. times target range.

Leveraging 246

Leveraging Prospects Amortization Depreciation 246

The Motley Fool

JANUARY 23, 2025

We have robust plans that leverage the demand for flavor and the strength of our brands. Our team remains focused on returning to our long-term growth algorithm, strengthening our profitability, continuing our strong cash flow, paying down our debt, and reducing our leverage ratio. McCormick remains a growth company.

Finance 223

Finance Financing Taxes Capital 223

The Motley Fool

FEBRUARY 19, 2025

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. Now to our third strategic priority, driving future growth with CareScout with innovative, consumer-focused aging care services and funding solutions. billion in 2024.

Liabilities 130

Liabilities Legal Taxes Debt 130

The Motley Fool

JUNE 8, 2024

You can also add other tax-advantaged accounts to your retirement portfolio to help you reach the million-dollar mark. For example, you could become a speaker, writer, author, consultant, and trainer by leveraging a single skill. Also, check with your employer to see if it offers a 401(k) match.

Consultants 244

Consultants Consulting Exchange-Traded Funds Leveraging 244

The Motley Fool

AUGUST 27, 2024

These features make it an excellent investment option for those desiring income and who are comfortable with receiving a Schedule K-1 federal tax form that MLPs like Enterprise send to their investors each year. leverage ratio and one of the highest credit ratings in the midstream sector. It has made $4.1 It has a low 3.0

Initial Public Offering 237

Initial Public Offering Leveraging Assets Taxes 237

The Motley Fool

MAY 17, 2024

That makes logical sense, given that, historically, around 57% of its earnings before interest, taxes, depreciation, and amortization ( EBITDA ) came from oil pipelines, with another 28% from natural gas pipelines. Enbridge is a North American energy giant that is usually lumped into the midstream sector.

Leveraging 243

Leveraging Amortization Depreciation Earnings Before Interest 243

The Motley Fool

AUGUST 9, 2023

It now projects normalized funds from operations ( FFO ) of between $1.53 Also, the healthcare REIT's leverage as measured by the adjusted net debt to transaction-adjusted annualized EBITDAre (earnings before interest, income taxes, and depreciation and amortization for real estate) increased in Q2. in Q2, it rose to 6.9x.

Leveraging 240

Leveraging Amortization Depreciation Earnings Before Interest 240

The Motley Fool

APRIL 30, 2024

The lease structure requires that tenants cover maintenance, real estate taxes, and building insurance. Meanwhile, the company has a conservative dividend-payout ratio for a REIT (about 75% of its adjusted funds from operations, or FFO ). That enables it to retain over $800 million annually to help fund new investments.

Leveraging 246

Leveraging Taxes Funds Portfolios 246

The Motley Fool

OCTOBER 20, 2024

billion of adjusted funds from operations ( FFO ), which covered its $1.3 It's one of only eight REITs in the S&P 500 with two A3/A- credit ratings or better, thanks to its lower leverage ratios and the quality of its portfolio. of adjusted FFO-per-share growth for every $1 billion of externally funded investments it makes.

Mergers and Acquisitions 246

Mergers and Acquisitions Debt Leveraging Taxes 246

The Motley Fool

SEPTEMBER 17, 2024

That lease structure requires tenants to cover all of a property's operating costs, including routine maintenance, building insurance, and real estate taxes. per share of adjusted funds from operations ( FFO ) this year. It allows the REIT to retain a meaningful percentage of its cash flow to help fund new investments.

Leveraging 240

Leveraging Taxes Portfolios Funds 240

The Motley Fool

DECEMBER 4, 2023

I'll show you how you could leverage their 401(k) to retire a millionaire. 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. A 401(k) is not a savings account or an emergency fund.

Taxes 211

Taxes Leveraging Accounting Finance 211

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. In 2024, that means earning $168,600 or more. Finally, keep a close eye on changes to the Social Security program.

Taxes 246

Taxes Leveraging Debt Finance 246