The Motley Fool

OCTOBER 21, 2024

It creates steady cash flows without requiring active involvement, allowing investors to focus on other aspects of their lives or pursue additional opportunities. These funds typically boast lower turnover rates compared to actively managed alternatives, a characteristic that substantially reduces investors' tax liabilities.

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Liabilities Taxes Exchange-Traded Funds Stock Market 246

The Motley Fool

OCTOBER 31, 2024

LLC stands for "limited liability company," which is a business structure that combines the pass-through taxation of a sole protectorship with the limited liability of a corporation. The main benefits of creating an LLC include: Liability protection: An LLC protects your personal assets by separating your business and personal assets.

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The Motley Fool

FEBRUARY 3, 2024

Risk mitigation strategies for real estate investors. A common way that real estate investors start out. They just revealed what they believe are the ten best stocks for investors to buy right now. You've talked to a lot of investors. The HGTV disease." and Walmart wasn't one of them! Deidre Woollard: I like this book.

Investors 246

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The Motley Fool

MAY 17, 2024

It provides millions of Americans with a financial safety net, but like other forms of income, its benefits have tax implications. The good news is that most states don't have any Social Security tax rules. Kansas : You're potentially subject to taxes regardless of your filing status if your AGI is above $75,000.

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Taxes Liabilities Portfolios Returns 246

The Motley Fool

MAY 5, 2024

Image source: The Motley Fool/Upsplash The end of tax season is a good time to reflect on the value of professional tax help, especially for small business owners. I don't know why any small business owner would want to go through the hassle and stress of doing your own taxes.

Accounting 246

Accounting Taxes Legal Liabilities 246

The Motley Fool

APRIL 20, 2024

Amazon Most consumers and investors likely see Amazon (NASDAQ: AMZN) as an e-commerce company. Moreover, investors should not ignore its cloud computing arm, Amazon Web Services (AWS). As its smaller businesses propel relatively rapid profit growth, the stock should continue to drive significant returns for investors.

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Conglomerates Liabilities Taxes Public Companies 246

The Motley Fool

AUGUST 2, 2024

The tax deduction you receive upfront can help you save more today and build a big nest egg quickly. But eventually, the government wants its tax revenue. And with some clever planning, you could significantly minimize the impact of RMDs on your taxes. You'll be required to pay taxes on the amount you convert.

Taxes 244

Taxes Accounting Liabilities Assets 244

The Motley Fool

JULY 24, 2024

Another reason may have less to do with the current valuation and more to do with locking in gains at a favorable tax rate. When asked why he sold Apple shares at the annual shareholder meeting in May, Buffett explained that he was happy to pay taxes at the current favorable tax rate of 21%. billion in the fourth quarter.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Banks Taxes Liabilities 246

The Motley Fool

MAY 29, 2024

Brokerages such as Charles Schwab , Fidelity Investments, and Vanguard provide investors with a lot of optionality when it comes to putting your money to work. While investors can buy and sell stocks in their brokerage account at any given time, the opportunity cost is paying capital gains taxes.

Taxes 245

Taxes Mutual Funds Passive Investors Accounting 245

The Motley Fool

SEPTEMBER 13, 2024

That's why so many millionaire-minded investors choose it as their portfolio's core, foundational holding. These past few years, however, are an exception to the norm, posing a risk to investors who have come along for the bullish ride. It's difficult to do it wrong, right? Mission accomplished.

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The Motley Fool

JULY 24, 2023

Image source: Getty Images There are plenty of reasons a Roth IRA is attractive to investors. You get tax-free distributions in retirement, which is a pretty sweet perk, even though you don't get to deduct your contributions on your taxes. Which option yields the better tax savings?

Taxes 245

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The Motley Fool

MAY 5, 2024

To calculate your net worth , you add up all of your financial assets -- cash savings, retirement accounts, other investments, your home value, and any other property -- and subtract any liabilities -- your mortgage balance, student loans, credit card balances, and any other debt you might owe.

Liabilities 246

Liabilities Debt Education Assets 246

The Motley Fool

DECEMBER 16, 2023

Many dividend stocks lose money for investors over time, especially if the dividend is not reinvested. Moreover, some investors have resorted to using derivative strategies such as covered calls to boost their income from dividend stocks or income-oriented ETFs, which is usually a losing proposition due to the way this strategy works.

Capital 245

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The Motley Fool

JUNE 7, 2024

Then subtract all your liabilities, such as credit card debt and personal loans, from your assets to find out your net worth. Beef up your emergency fund : In BlackRock CEO Larry Fink's annual letter to investors, he mentioned that people with emergency savings are 70% more likely to save for retirement.

Exchange-Traded Funds 242

Exchange-Traded Funds Taxes Accounting Education 242

The Motley Fool

DECEMBER 18, 2023

For most 401(k) plans, you have until the end of 2023 to contribute up to the limit, while IRA investors have until tax day of 2024 (April 15) to hit theirs. This is called tax loss harvesting , and it could potentially reduce your tax liability and eliminate some lemons in your portfolio.

Taxes 246

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The Motley Fool

MAY 6, 2024

That is why investors looking for restaurant stocks should focus their research on small companies that could be the next Chipotle, or the restaurant stock that puts up market-trouncing returns for 15 years. Here's why investors should buy this beaten-down restaurant stock and hold it for the long term. billion as of this writing.

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The Motley Fool

SEPTEMBER 29, 2024

However, that's still a lot of red ink compared to its $360 million in cash and equivalents and $150 million in total liabilities in its latest quarter. Its adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) margin also came in at negative 37% in 2023, well below its original forecast of positive 10%.

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The Motley Fool

JANUARY 23, 2024

However, the combination of the company's explosive stock gains and the historically cyclical nature of the semiconductor industry suggests that Nvidia may be too hot for some investors to handle. But another "Magnificent Seven" AI stock is offering a risk-reward profile that's probably a better fit for many investors.

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The Motley Fool

DECEMBER 30, 2023

Many people are focused on investment growth, tax strategies, or even distribution tactics after they've stopped working. Make sure that you account for any tax liabilities, especially on pension income or any distributions from tax-deferred retirement accounts. and Walmart wasn't one of them!

Taxes 246

Taxes Accounting Liabilities Assets 246

The Motley Fool

SEPTEMBER 22, 2023

He appears to be holding true to that promise, but some investors may have differing interpretations. A surge in insider selling is often interpreted as a bad sign by investors. They just revealed what they believe are the ten best stocks for investors to buy right now. 16 at a price of $6.79 per share. 16 at a price of $6.79

Mergers and Acquisitions 245

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The Motley Fool

JANUARY 17, 2024

10, opening the door to a flood of new interest from investors who were wary about investing directly in the cryptocurrency themselves. The Grayscale Bitcoin investment vehicle had been in place for years as an unregistered fund for accredited and institutional investors through private placements. NAV = net asset value.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Exchange-Traded Funds Assets Liabilities 246

The Motley Fool

JULY 24, 2023

The biggest priority bucket each month goes toward our next set of tax and insurance bills. June is the biggest month of the year for us on that front, with property taxes, homeowners insurance, car insurance, and liability insurance all due. Our cars are all safe and functional and don't have to be immediately replaced.

Funds 246

Funds Taxes Liabilities Stakes 246

The Motley Fool

FEBRUARY 10, 2024

They're also issuers of real estate dividend stocks that compete with bonds for investor attention. They're all particularly sensitive to interest rates because they're required to pay out at least 90% of their taxable income as dividends in exchange for the ability to pass the tax liability on to shareholders.

Liabilities 246

Liabilities Financing Finance Stakes 246

The Motley Fool

SEPTEMBER 7, 2024

Oftentimes into a sharp rally, investors may wonder how much more upside shares can offer or whether it's too late to jump in. In the second quarter, adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) increased by 2.6%, while free cash flow of $4.6 billion was up $0.4 million compared to last year.

Enterprise Values 243

Enterprise Values Amortization Depreciation Earnings Before Interest 243

The Motley Fool

FEBRUARY 1, 2024

Although there are countless strategies that can, over time, make investors richer, few strategies have been more successful from a return standpoint than buying and holding dividend stocks. Furthermore, any potential liabilities would likely be determined by the U.S. The unmistakable lure of income stocks is that they outperform.

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The Motley Fool

MAY 4, 2024

Nvidia technically pays one too, but at a negligible 0.02% yield, it's a nonfactor to investors. Shareholders owe taxes on dividend income but not buybacks. The latter also reduces the outstanding share count, increasing earnings per share and decreasing the company's dividend liability over time.

Companies 245

Companies Shareholders Liabilities Capital 245

The Motley Fool

JULY 9, 2023

You should also be aware of your potential personal liability for your parents' expenses. Then, an accountant will be handy around issues of taxes, especially for people with complex portfolios and plans. They just revealed what they believe are the ten best stocks for investors to buy right now. and Walmart wasn't one of them!

Finance 243

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The Motley Fool

DECEMBER 1, 2024

Assuming I'm like most other consumers/investors, I don't expect to find any glaringly ridiculous expenses. For most people most of the time, ordinary IRA contributions are deducted from taxable income; the Internal Revenue Service taxes this money like income when it's removed from these retirement accounts. But first things first.

Taxes 189

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The Motley Fool

SEPTEMBER 3, 2024

Specifically, Hedgeye pointed to Lumen's high debt-to- EBITDA (earnings before interest, taxes, depreciation, and amortization) ratio of 4.3, billion in positive free cash flow this year, $700 million of that will be due to a one-time tax refund. billion in debt and pension liabilities. And while management guided for $1.1

Debt 189

Debt Amortization Depreciation Earnings Before Interest 189

The Motley Fool

OCTOBER 29, 2024

Market volatility and economic uncertainty have many investors seeking reliable ways to build wealth. Rather than tackling the challenge of selecting individual dividend stocks, investors can turn to dividend-focused exchange-traded funds (ETFs) with low-expense ratios and high-quality holdings. Image source: Getty Images.

Exchange-Traded Funds 246

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The Motley Fool

SEPTEMBER 20, 2023

Warren Buffett, the legendary CEO of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , is widely regarded as one of the greatest investors of all time. However, investors should always remember that past performance is rarely a predictor of future returns when it comes to stocks. Buffett's No. since 1965, compared with 9.9%

Conglomerates 234

Conglomerates Banks Liabilities Prospects 234

The Motley Fool

SEPTEMBER 20, 2024

Nikola remains deeply unprofitable, but its adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) margin improved year over year from negative 879% to negative 550% in the first half of 2024 as it tightened up its spending. million in total liabilities. million for the full year. It had $256.3

Mergers and Acquisitions 246

Mergers and Acquisitions Amortization Depreciation Earnings Before Interest 246

The Motley Fool

JULY 28, 2023

Investors feared these factors would significantly dent its revenue growth in 2022, contributing heavily to the company's stock price decline last year. But growth investors should consider buying the stock at current prices despite these concerns. Investors should carefully monitor DigitalOcean's financial performance.

Debt 245

Debt Amortization Shareholders Depreciation 245

The Motley Fool

DECEMBER 5, 2023

With careful vetting, high-quality, ultra-high-yield stocks -- those with yields that are four or more times higher than the S&P 500 -- can deliver big-time returns for patient investors. The intimation is that the replacement of these cables, along with potential health-related liabilities, could be quite costly for telecom companies.

Debt 246

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The Motley Fool

MAY 15, 2024

Without fail, investors overestimate the uptake or adoption of new technologies. Meanwhile, more than half of the company's pre-tax income during the March-ended quarter came from unsustainable sources (e.g., interest income and the sale of regulatory tax credits). Consider when Nvidia made this list on April 15, 2005.

Taxes 243

Taxes Liabilities Prospects Capital 243

The Motley Fool

OCTOBER 13, 2023

Its balance sheet isn't pretty ChargePoint insists it can turn profitable on an adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) basis by the fourth quarter of calendar 2024 (which lines up with the third and fourth quarters of fiscal 2024). However, its high debt-to-equity ratio of 2.9

Enterprise Values 246

Enterprise Values Leveraging Amortization Depreciation 246

The Motley Fool

DECEMBER 10, 2024

Investors responded, only recognizing after the fact that this company still faces enormous challenges. It's also cheaper than cable, even if only by virtue of sidestepping the local fees and taxes you typically find on monthly bills for more conventional cable service. On the flip side, savvy investors are always paying attention.

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Buyout Prospects Legal Liabilities 228