The Motley Fool

JANUARY 25, 2024

Book value is the value of a company's total assets minus its total liabilities. Up next, Robert Brokamp and Alison Southwick are going to tackle some of those questions that you sent in about saving for kids, taxes and trading, and a little known savings account. Which shares you should sell will depend on your current tax bracket.

Investors 130

Investors Taxes Banks Education 130

Fortune Financial

JUNE 2, 2023

Unlocking the Power of Net Unrealized Appreciation (NUA) Many workers receive company stock as part of their compensation package or can take advantage of a company 401(k) plan, choosing from a menu of mutual funds, exchange-traded funds and company stock for their investments. Let’s take a look at four key tax benefits of NUA.

Taxes 52

Taxes Liabilities Consultants Consulting 52

The Motley Fool

APRIL 29, 2024

The increase was primarily due to higher G&A expenses this quarter, which was specifically related to an increase in employer-paid payroll taxes in connection with employee stock option exercises in the first quarter. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Leveraging 246

Leveraging Debt Assets Shareholders 246

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 [1] Roth IRAs are contributed to post-tax, meaning they can be withdrawn from tax-free.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

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

Zajac Group

NOVEMBER 9, 2021

While an anonymous greenback in the offering plate might not generate the paperwork necessary to realize any tax benefits and starting a private foundation might seem daunting, a Donor-Advised Fund could be a great option for philanthropic investors. What is a Donor-Advised Fund? Tax Benefits.

Funds 52

Funds Taxes Liabilities Assets 52

The Motley Fool

AUGUST 2, 2024

Our AA rating reflects our healthy capital position including more than $4 billion in highly liquid assets at the end of the second quarter, a high-quality well-diversified investment portfolio, and a disciplined approach to asset liability management. Our pre-tax adjusted operating income was $1.6 on an after-tax basis.

Assets 130

Assets Liabilities Capital Collateral 130

The Motley Fool

JULY 14, 2023

Our as-adjusted tax rate for the second quarter was approximately 25%. We continue to estimate that 25% is a reasonable projected tax run rate for the remainder of 2023. The actual effective tax rate may differ because of nonrecurring or discrete items, or potential changes in tax legislation. How do you do that?

Asset Management 130

Asset Management Assets Banks Debt 130

Tucker Advisors

SEPTEMBER 8, 2021

The 401(k) often offers a traditional pre-taxed account and a post-taxed Roth account, with both sourced in a blend of stock and bond options the employee must choose and maintain with the appropriate risk tolerance until retirement. Within these categories, we look at four main things: income, growth, liquidity and tax efficiency.

Mutual Funds 52

Mutual Funds Taxes Liabilities Pension Funds 52

The Motley Fool

MARCH 20, 2024

The products are primarily low risk money market funds and, to a lesser extent, fixed-income mutual funds. Income tax expense rose by 111% year on year to 9.7 billion renminbi, driven by operating profit growth and increased withholding tax provision. On a non-IFRS basis, share of profit increased to 4.5

Accounting 246

Accounting Shareholders Financial Institutions Leveraging 246

The Motley Fool

APRIL 12, 2024

Our as-adjusted tax rate for the first quarter was approximately 23% and included discrete tax benefits related to stock-based compensation awards that vest in the first quarter of each year. These inflows were partially offset by seasonal tax trading-related outflows from our U.S. style box exposure in Precision ETFs.

Performance Fees 130

Performance Fees Assets Shareholders Leveraging 130

ClearMoney

DECEMBER 5, 2021

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. Please read the prospectus before investing.

Debt 52

Debt Returns Mutual Funds Capital 52

ClearMoney

DECEMBER 5, 2021

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. 4Central government debt from International Monetary Fund (2021).

Debt 52

Debt Mutual Funds Capital Assets 52

The Motley Fool

JULY 21, 2023

We also saw continued diversification of customer dollars across various Regions offerings such as from interest-free checking to CDs; or money market deposits and movement out of deposits to offerings through our wealth management platform; and in the corporate banking segment, utilization of off-balance sheet money market mutual fund solutions.

Banks 130

Banks Capital Leveraging Assets 130

The Motley Fool

OCTOBER 18, 2024

We've added additional expertise for this group, including wealth consultants and tax, trust, and estate experts. billion, adjusted pre-tax income of a similar amount, and adjusted pre-tax margin of a little over 41%, and adjusted EPS of $0.77. We've also enhanced our approach to service and operations for this client group.

Banks 130

Banks Assets Capital Leveraging 130

The Motley Fool

APRIL 23, 2024

I would note that our first quarter effective tax rate of 13.5% benefited from favorable discrete items and higher excess tax benefits recognized on stock-based comp vested in the period. For the remainder of the year, we expect the quarterly effective tax rate of 21% to 22% each quarter before any discrete items.

Mergers and Acquisitions 130

Mergers and Acquisitions Hedge Funds Asset Management Banks 130

The Motley Fool

JANUARY 12, 2024

Our as-adjusted tax rate for the fourth quarter was approximately 24%, driven, in part, by discrete items. We currently estimate that 25% is a reasonable projected tax run rate for 2024, though the actual effective tax rate may differ because of nonrecurring or discrete items or potential changes in tax legislation.

Assets 130

Assets Shareholders Asset Management Capital 130

The Motley Fool

FEBRUARY 8, 2024

It's important to note that our expected adjusted tax rate is nearly two percentage points higher in 2024 than in 2023. There is mutual funds. And then on '24 tax rate, what drives the step-up? Your second part of your question about the tax rate. to $14, which represents double-digit growth at the midpoint.

Mergers and Acquisitions 100

Mergers and Acquisitions Securities and Exchange Commission (SEC) Banks Taxes 100

The Motley Fool

OCTOBER 20, 2023

We also continue to provide off-balance sheet opportunities through our wealth management platform and in the corporate banking segment via money market mutual fund solutions. We remain committed to prudently managing expenses in order to fund investments in our business. The Motley Fool recommends Regions Financial.

Banks 130

Banks Capital Portfolios Accounting 130

The Big Picture

DECEMBER 14, 2023

At the Money: Mutual Funds vs. ETFs with Dave Nadig, Financial Futurist for Vetta Fi (December 13, 2023) What’s the best instrument for your investments? Mutual funds or ETFs? But over the past few decades the mutual fund has been losing the battle for investors attention. Dave Nadig : Absolutely not!

Mutual Funds 72

Mutual Funds Funds Exchange-Traded Funds Taxes 72

The Motley Fool

MAY 25, 2024

Your net worth takes into account all of your assets and liabilities to provide a full picture of your current financial standing. The bulk of the wealth for the top 10% comes from investments in stocks and mutual funds as well as their primary residence. Compound growth can work for or against you.

Mutual Funds 246

Mutual Funds Liabilities Debt Financing 246

The Big Picture

AUGUST 15, 2023

And the question was if you can find other areas of investment that can generate the types of returns you need for your liability stream, diversification becomes the free lunch. Are most people better off in an index fund than playing with an active manager, be it mutual fund or high fee hedge funds?

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

The Motley Fool

MAY 28, 2024

Bill Mann: It's funny because stock buybacks are thought to be a very efficient way to return cash to existing shareholders in the form of there's not much in the way of tax, and every share of stock you should think of as being a perpetual claim on earnings and assets of a company. Why are they so curious about this, Bill?

Taxes 130

Taxes Accounting Education Shareholders 130

The Motley Fool

OCTOBER 24, 2023

We also recently expanded our acceptance with fintech Razer Pay to enable Visa debit cards to purchase mutual funds and securities, offering greater convenience to customers with higher payment success rates versus traditional methods. Our GAAP tax rate was 16.9% GAAP EPS was $2.27. point of drag from exchange rates.

Taxes 130

Taxes Banks Consultants Consulting 130

The Big Picture

AUGUST 20, 2024

And what that will allow me to do is have minimal trading costs, minimal tax costs, and avoid all the behavioral problems that comes with active management. And so I’m gonna own this in a 401k, it’ll be a mutual funds in a taxable account. You were subject to the 75% marginal tax rate. It goes so far.

Asset Management 69

Asset Management Assets Mutual Funds Bidding 69

The Big Picture

MAY 9, 2023

So how do you then go from tax and audit practice to finance and investing? If I’d moved to Hong Kong, I think it would have looked like a fairly self-serving tax trade. If you’re dealing with a sovereign wealth fund, that’s a very different conversation — SALISBURY: Yes. Very different fields.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

Fortune Financial

FEBRUARY 28, 2023

When we look at projected healthcare costs for an average retired couple in 2022, the amount needed to cover healthcare expenses approaches approximately $315,000 after tax. In other words, it could cost over a quarter of a million dollars of our retirement funds to cover out-of-pocket healthcare expenses.

Taxes 52

Taxes Accounting Mutual Funds Exchange-Traded Funds 52

The Big Picture

APRIL 25, 2023

I mean, at first, I got out of undergrad, and a degree in finance coming out of a small college at the time, Quinnipiac College, the gigs I was offered were essentially customer service jobs at mutual funds, call service, manning the phones, which I was no stranger to. People used to market all the time death, taxes, regulatory exams.

Legal 64

Legal Law Firms Consultants Consulting 64

The Motley Fool

AUGUST 19, 2024

Image source: Getty Images If you ask your accountant the most effective way to save on taxes , their answer might surprise you. One of the most powerful tax avoidance strategies, the so-called step-up in basis, doesn't apply until after you die. What is the step-up in basis, and how could it save you big on taxes?

Taxes 246

Taxes Mutual Funds Assets Depreciation 246

The Big Picture

OCTOBER 21, 2024

You know, mutual funds were very siloed and, and now they’re, they’re a bit wider mandates. He had been a tax lawyer. They might have had some spill that they had a big liability from, or the governance was bad. There was a big disconnect as they move positions that started to trade wider.

Hedge Funds 59

Hedge Funds Banks Financing Finance 59

The Motley Fool

FEBRUARY 16, 2025

All three of these exchange-traded funds are certainly more alike than different. Selling one of these other two just to own Vanguard's popular dividend ETF isn't urgently necessary, particularly if doing so will create an unwanted tax liability. And the methodology works!

Exchange-Traded Funds 204

Exchange-Traded Funds Investing Mutual Funds Liabilities 204

The Motley Fool

JANUARY 26, 2025

Investment and insurance firm Northwestern Mutual says the average American believes they'll need $1.46 However, the figure jibes with the number-crunching done by mutual fund outfit T. Another option is taking an honest, critical look at your current spending and any assets that may actually be liabilities. Rowe Price.

Mutual Funds 130

Mutual Funds Investing Liabilities Taxes 130

The Motley Fool

JANUARY 15, 2025

EPS also reflected a lower tax rate partially offset by lower nonoperating income and a higher share count in the current quarter. Our as-adjusted tax rate for the fourth quarter was approximately 21% and benefited from discrete items. We currently estimate that 25% is a reasonable projected tax run rate for 2025.

Assets 130

Assets Shareholders Capital Asset Management 130

The Motley Fool

JANUARY 29, 2025

Free cash flow guidance reflects higher cash tax payments in Q1, some of which we deferred during 2024. As a reminder, our 2024 free cash flow reflected cash tax timing impacts, of which about 30 million is resulting in elevated payments in 2025. We expect our Q1 effective tax rate to include a benefit from discrete items.

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

The Motley Fool

JULY 29, 2023

Money invested in one grows tax-free, can help reduce your tax liabilities, and might be matched up to a certain percentage by your employer. But for those who do, one gap in investment choice may become hard to ignore: the lack of mutual funds for ESG investors.

Mutual Funds 130

Mutual Funds Funds Taxes Liabilities 130