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. We also maintain a well-diversified, high-quality portfolio and disciplined approach to asset liability management. billion or $3.48

Liabilities 130

Liabilities Assets Capital Shareholders 130

The Motley Fool

NOVEMBER 7, 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 multiyear rate action plan on MYRAP continues to be our most effective tool to bring our legacy LTC insurance portfolio closer to breakeven.

Legal 130

Legal Debt Shareholders Taxes 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

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

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. Then I will provide an update on our investment portfolio and holding company liquidity before we open the call for Q&A. billion pre-tax benefit to LTC statutory income in 2024.

Liabilities 130

Liabilities Legal Taxes Debt 130

The Motley Fool

DECEMBER 9, 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 non-GAAP tax rate for the quarter was actually 20.1%, which is higher than my 19% guidance. Absolutely, we did better.

Taxes 245

Taxes Banks Investors Liabilities 245

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

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 246

Taxes Accounting Liabilities Assets 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 Accounting 245

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

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

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

DECEMBER 20, 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 global portfolio is clearly firing on all cylinders, and I am very proud of what we've been able to accomplish together. This was 0.6

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Leveraging Debt Assets 246

The Motley Fool

NOVEMBER 21, 2024

We've transformed the company from a tax and accounting platform to an AI-driven expert platform. Starting with our consumer platform, Big Bet 3 is focused on helping customers make smart money decisions, take steps to improve their financial health year round, achieve their best tax outcome, and accelerate the receipt of their refund.

Taxes 130

Taxes Accounting Leveraging Capital 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 Amortization 245

The Motley Fool

JANUARY 23, 2025

We had strong performance across the portfolio, and our holiday limited-time offer finishing sugars contributed to our share momentum and were incremental to the category. Our fourth quarter adjusted effective tax rate was 25.4%, compared to 22.3% Overall, holiday performance was terrific. in the year-ago period, as expected.

Financing 223

Financing Finance Taxes Capital 223

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

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

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 Amortization Depreciation Earnings Before Interest 243

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 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. You'll need an attorney for that, of course, as well as any estate and trust issues.

Financing 243

Financing Finance Liabilities Debt 243

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

The Motley Fool

SEPTEMBER 20, 2023

1 rule of investing is to never lose money, and he does so by building a diversified portfolio of businesses, stocks, bonds, and cash that can withstand any market downturn. This approach allows him to benefit from the power of compounding and avoid unnecessary taxes. Buffett's No. and Berkshire Hathaway wasn't one of them!

Conglomerates 234

Conglomerates Banks Liabilities Prospects 234

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 189

Taxes Accounting Liabilities Prospects 189

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 Amortization Depreciation Earnings Before Interest 189

The Motley Fool

MAY 4, 2024

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. Consider when Nvidia made this list on April 15, 2005. if you invested $1,000 at the time of our recommendation, you’d have $544,015 !*

Companies 245

Companies Shareholders Liabilities Capital 245

The Motley Fool

FEBRUARY 1, 2024

This is a function of investors being concerned following a July report from The Wall Street Journal that alleged legacy telecom companies utilizing lead-sheathed cables could face large environmental/health liabilities, as well as replacement costs. Furthermore, any potential liabilities would likely be determined by the U.S.

Debt 246

Debt Investing Liabilities Private Companies 246

The Motley Fool

JANUARY 23, 2024

Even as it faced macroeconomic headwinds and one-time tax liabilities over the last year, Microsoft continued to post sales growth and strong profits. won't be attractive to investors looking for big payouts right away, this is a dividend growth stock that's perfectly suited to be a set-it-and-forget-it portfolio component.

Liabilities 246

Liabilities Stakes Taxes Shareholders 246

The Motley Fool

MARCH 5, 2025

Please note that today's discussion will contain forward-looking statements relating to the company's future performance, which are intended to qualify for the safe harbor from liability as established by the U.S. These tax-related costs net of refunds totaled RMB 1,278.5 Private Securities Litigation Reform Act. from RMB 1,015.3

Bidding 130

Bidding Taxes Leveraging Liabilities 130

The Motley Fool

JULY 6, 2023

These include retirement age, cash-flow needs, income sources, tax liabilities, and inflation. Build a sound investment portfolio The fun part really starts after you've established strong savings habits. Retirement portfolios should be focused on growth early on.

Liabilities 246

Liabilities Debt Banks Taxes 246

The Motley Fool

DECEMBER 5, 2023

The intimation is that the replacement of these cables, along with potential health-related liabilities, could be quite costly for telecom companies. It also fails to consider that any liability costs (if there are any) would be determined in the U.S. Though PennantPark does have equity investments in its portfolio, the $906.3

Debt 246

Debt Liabilities Assets Capital 246

The Motley Fool

JANUARY 17, 2024

Yet for those who have invested in Bitcoin long enough to have sizable gains, the capital-gains tax liability that would come from switching from Grayscale to a rival Bitcoin ETF would be a deterrent. That could eventually spur investors to move their assets away from Grayscale.

Securities and Exchange Commission (SEC) 246

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

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

DECEMBER 10, 2024

fuboTV isn't a great fit for everyone's portfolio at this time. It's probably not even safe enough for most people's portfolios. 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.

Buyout 228

Buyout Prospects Legal Liabilities 228

The Motley Fool

FEBRUARY 12, 2025

So I feel great about the fact that we see kind of how our balanced portfolio continues to live into the role of making sure they're contributing with the right margins, at the same time, making sure that they are bringing renovation and innovation into the categories to make sure they're relevant with consumers. On the flip side, a $2.4

Taxes 130

Taxes Leveraging Liabilities Returns 130

The Motley Fool

JULY 17, 2024

But in the long term, its portfolio of brands and deliberate spending should help it continue growing its earnings and dividend at a moderate rate. ROCE is a profitability metric that is calculated as earnings before interest and taxes divided by total assets minus current liabilities. ITW's ROCE has skyrocketed to 38.6%

Conglomerates 246

Conglomerates Capital Earnings Before Interest Debt 246

The Motley Fool

MAY 15, 2024

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). The final nail in the coffin is that Musk has proved to be a tangible liability for the company.

Taxes 243

Taxes Liabilities Prospects Capital 243