The Motley Fool

DECEMBER 16, 2023

Furthermore, there is no need to use risky strategies such as put-underwriting to generate meaningful levels of income from an equity portfolio. The Vanguard dividend portfolio For this example, I'm selecting four Vanguard ETFs that have a strong track record of both paying dividends and generating positive returns over the prior 10 years.

Capital 245

Capital Portfolios Exchange-Traded Funds Taxes 245

The Motley Fool

DECEMBER 2, 2023

As the year comes to an end, it's time to think about which stocks to sell for tax-loss harvesting. in 2023, making it a prime candidate for tax-loss harvesting. billion for Global Blood Therapeutics and its sickle cell disease portfolio, $6.7 One stock I'm considering letting go is pharma giant Pfizer (NYSE: PFE). That's fine.

Taxes 130

Taxes Shareholders Liabilities Prospects 130

Integrity Financial Planning

JUNE 12, 2023

As you plan for retirement, it’s important to consider tax optimization strategies to minimize your tax liabilities. Here are three key ways to optimize taxes in retirement, based on information from sources published between 2022 and 2023.

Taxes 92

Taxes Liabilities Consulting Consultants 92

Zajac Group

OCTOBER 17, 2024

For most people, tax time can be a headache—though for earners with traditional compensation packages, it can at least be fairly predictable (W-2 wages, withheld taxes, 401(k) contribution deductions, etc.). Each taxpayer receives a copy of their K-1, which they then use to complete their own tax return.

Taxes 52

Taxes Liabilities Shareholders Accredited Investors 52

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.

Taxes 246

Taxes Liabilities Portfolios Returns 246

The Motley Fool

NOVEMBER 23, 2024

If you check your portfolio too often and see losses on the screen, you might get spooked and lock those losses in by liquidating investments when they're down. It's often the case that if you leave your portfolio alone to ride out downturns, it'll recover at some point. Don't wait too long to give your portfolio a closer look.

Accounting 130

Accounting Taxes Liabilities Banks 130

The Motley Fool

OCTOBER 21, 2024

To this end, here's a rundown of four simple strategies for minimizing the tax bills created by required minimum distributions -- or RMDs -- from your IRA accounts once you can no longer postpone them. This won't sidestep a tax bill. What's a required minimum distribution? Most people end up outliving at least some of their savings.

Taxes 241

Taxes Accounting Liabilities Assets 241

The Motley Fool

DECEMBER 2, 2023

Bonus offer: unlock best-in-class perks with this brokerage account Read more: best online stock brokers for beginners On the other hand, you may wind up with a poor investment in your portfolio due to not taking the time to vet it properly. That loss would offset that gain, wiping out your tax liability.

Portfolios 130

Portfolios Investors Taxes Liabilities 130

The Motley Fool

JULY 24, 2024

The Oracle of Omaha has been a net seller of equities for his company's portfolio in each of the last six quarters, as reported by Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B). Another reason may have less to do with the current valuation and more to do with locking in gains at a favorable tax rate. billion in the fourth quarter.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Banks Taxes Liabilities 246

The Motley Fool

SEPTEMBER 13, 2024

That's why so many millionaire-minded investors choose it as their portfolio's core, foundational holding. In this same vein, do know that the Invesco fund's regular quarterly rebalancing creates recurring tax liabilities for positions held outside of tax-deferring retirement accounts.

Exchange-Traded Funds 245

Exchange-Traded Funds Liabilities Taxes Funds 245

The Motley Fool

MAY 29, 2024

Create a diversified portfolio One of the easiest ways to build wealth is to create a diversified portfolio. Another component of a diversified portfolio should be dividend stocks. The last part of this portfolio analysis includes bonds. The point is that at some point, the IRS is paid some taxes.

Taxes 245

Taxes Mutual Funds Passive Investors Accounting 245

The Motley Fool

NOVEMBER 17, 2024

If you've got other sources of income at the time, it's possible they could push you into a higher tax bracket (not that this would be the worst problem to have). No tax liability is avoided in taking these so-called "in-kind" distributions, to be clear. On the surface, these gifts look like any other tax-deductible donation.

Taxes 130

Taxes Accounting Liabilities Banks 130

The Motley Fool

DECEMBER 1, 2024

Dialing back my portfolio's overall volatility In light of my plans to own more dividend-paying stocks in retirement than I was thinking I would want just a few years ago, I'm also going to be holding a heck of a lot fewer growth stocks in retirement. Also be aware that Roth conversions are taxed like ordinary income.

Taxes 100

Taxes Accounting Liabilities Prospects 100

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

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. Many employers offer retirement plans like a 401(k) to help you save in a tax-advantaged way. Plus, you can take advantage of tax-loss harvesting to help you reduce your tax bill.

Exchange-Traded Funds 242

Exchange-Traded Funds Taxes Accounting Education 242

The Motley Fool

APRIL 20, 2024

Amid recent struggles involving a one-time tax liability, growth in lower-margin first-party sales, and falling shipping revenue, the stock grew by only 8% over the last year. As MercadoLibre moves on from the tax liability and continues to capitalize on synergies in its home region, the stock is likely to continue moving higher.

Conglomerates 246

Conglomerates Liabilities Taxes Public Companies 246

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

Taxes Debt Banks Accounting 246

The Motley Fool

OCTOBER 6, 2024

This is the difference between your assets and your liabilities. You can boost your net worth by maxing out your annual contributions to tax-advantaged accounts such as IRAs. Use tax-advantaged investment accounts Investing involves buying assets you believe will grow in value. Click here to learn more about this brokerage.

Taxes 130

Taxes Assets Liabilities Accounting 130

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%.

Mergers and Acquisitions 245

Mergers and Acquisitions Enterprise Values Liabilities Earnings Before Interest 245

The Motley Fool

AUGUST 10, 2024

Let's dig into Buffett's recent portfolio management and explore what the Oracle of Omaha might just do next. While Apple remains a prominent pillar of Berkshire's portfolio, it's interesting to see Buffett reduce his stake by such a significant amount. Moreover, I think Buffett is far from finished. Image source: Getty Images.

Initial Public Offering 130

Initial Public Offering Stakes Taxes Liabilities 130

The Motley Fool

OCTOBER 29, 2024

This requirement helps ensure that the portfolio consists of financially stable businesses with a proven commitment to shareholder returns. Over the prior 10-year period, the iShares Core Dividend Growth ETF has delivered a total return (assuming dividends were reinvested and without accounting for tax liabilities) of 216%.

Exchange-Traded Funds 246

Exchange-Traded Funds Liabilities Funds Taxes 246

The Motley Fool

JULY 29, 2024

There's nothing wrong with making CDs part of your portfolio since they're so safe. CD interest is taxable income Interest on banking products is considered earned income, and it's subject to ordinary income taxes. People who aren't aware of this can get an unwelcome surprise at tax time when their banks send them a Form 1099-INT.

Taxes 130

Taxes Banks Liabilities Accounting 130

The Motley Fool

FEBRUARY 17, 2024

The stock is, by far, the largest holding in Berkshire's portfolio, a sign of Buffett's conviction in the company. Buffett had plenty of good reasons for trimming some positions and exiting others entirely, but it's impossible to ignore the tax consequences of Buffett's sales. The sales were done purely for tax purposes.

Taxes 130

Taxes Liabilities Stakes Shareholders 130

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, Management also highlighted two areas of focus, its "growth" portfolio for enterprises, which grew 1.5% billion in debt and pension liabilities. And while management guided for $1.1

Debt 189

Debt Earnings Before Interest Amortization Depreciation 189

The Motley Fool

AUGUST 1, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Our LTC segment reported an adjusted operating loss of $29 million in the second quarter, driven by a liability remeasurement loss.

Liabilities 130

Liabilities Legal Shareholders Debt 130

The Motley Fool

FEBRUARY 12, 2024

Like I said, I'm a "buy and hold" investor, so ideally, I'd like to keep my existing shares in my portfolio for many more years. Big gains can throw your portfolio off balance Apple isn't the only stock I own whose value has risen over the past year. There are capital gains taxes to think about. The reason? And that's not fun.

Taxes 130

Taxes Liabilities Assets Portfolios 130

The Motley Fool

SEPTEMBER 7, 2024

Could AT&T stock be a good addition to your portfolio now? In the second quarter, adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) increased by 2.6%, while free cash flow of $4.6 Let's explore several reasons to stay bullish on this high-yield telecom leader. billion was up $0.4

Enterprise Values 243

Enterprise Values Earnings Before Interest Amortization Depreciation 243

The Motley Fool

MAY 15, 2024

Start by looking at Warren Buffett's portfolio. But in recent years, technology stocks have dominated his portfolio. That's nearly half of the company's entire portfolio of publicly traded stocks! This snippet suggests that Buffett is conscious of tax liabilities when it comes to calculating total returns.

Taxes 130

Taxes Liabilities Stakes Shareholders 130

The Motley Fool

OCTOBER 31, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. First, as of September 30, 2024, total net investments, that is our entire publicly traded investment portfolio plus cash minus debt, summed up to $30.3

Liabilities 130

Liabilities Performance Fees Capital Portfolios 130

The Motley Fool

APRIL 16, 2024

Further, distributions from MLPs are largely tax-deferred, meaning investors get to keep more of the income these entities generate each year. While these entities can provide lucrative, tax-deferred passive income streams, they can complicate an investor's taxes. These entities already provide tax-deferred income.

Taxes 130

Taxes Liabilities Accounting Returns 130

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.

Taxes 246

Taxes Accounting Liabilities Assets 246

The Motley Fool

MAY 6, 2024

With minimal cash on the balance sheet and over $600 million in debt and tax receivable liabilities with its old private equity owners, the stock has an enterprise value of approximately $1.5 It will have plenty of room to pay back its debt and tax receivable agreements, further generating value for shareholders.

Enterprise Values 246

Enterprise Values Initial Public Offering Debt Taxes 246

The Motley Fool

OCTOBER 18, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. includes significant tax credits within the period. That said, core pre-tax income of $108 million does not reflect what the company is capable of.

Taxes 130

Taxes Financing Finance Collateral 130

The Motley Fool

MAY 28, 2024

That is, contributions made to traditional 401(k) accounts are tax deductible for the year in which they're made, but withdrawals made from these accounts are taxable. Conversely, contributions made to a Roth 401(k) account don't reduce your taxable income when you're making them, but withdrawals from a Roth 401(k) come out tax-free.

Mutual Funds 130

Mutual Funds Taxes Education Accounting 130

The Motley Fool

NOVEMBER 7, 2024

See 3 “Double Down” stocks » *Stock Advisor returns as of November 4, 2024 Consistent with previous reporting practices, adjusted production numbers cited in today's call are adjusted to exclude noncontrolling interest in Egypt and Egypt tax barrels. In the US, since 2020, we have executed more than $5 billion of acquisitions and over $2.5

Liabilities 130

Liabilities Taxes Prospects Assets 130

The Motley Fool

MAY 2, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. The 10 stocks that made the cut could produce monster returns in the coming years. On a statutory accounting basis, the U.S.

Legal 130

Legal Liabilities Shareholders Taxes 130

The Motley Fool

FEBRUARY 10, 2024

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. When the Fed signaled it would quit raising rates, REITs rallied.

Liabilities 246

Liabilities Financing Finance Stakes 246