The Motley Fool

APRIL 20, 2024

For instance, in 2023 the maximum proportion of your wages taxed for Social Security purposes was $160,200. Thirty years ago the Social Security Administration stopped taking out Social Security taxes once your wages reached $60,600. This wasn't always the number, for the record. The year before that, it was $147,000.

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The Motley Fool

NOVEMBER 25, 2023

Step 2: Earn the maximum taxable amount each year If you want the maximum Social Security retirement benefit, you have to pay the maximum Social Security tax for at least 35 years. Social Security taxes only apply to applicable wages earned up to a certain value each year. Every year, that number is adjusted for inflation.

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The Motley Fool

APRIL 7, 2024

Back in 2007, about 1 in 5 low-income households had money in a retirement account. Not claiming tax breaks Many low-income families miss out on tax credits , which is money that could go toward retirement. For example, the IRS says about 24% of people did not claim the Earned Income Tax Credit they were entitled to in 2020.

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Taxes Exchange-Traded Funds Accounting Assets 130

The Motley Fool

NOVEMBER 26, 2023

According to Fed data, rates are the highest they've been since 2007, and the S&P 500 has yet to recover to all-time highs. Most brokers let you invest money for retirement in IRAs , which give special tax advantages. You get tax breaks, plus all the perks of investing in the stock market. This year has been a rocky one.

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Investing Taxes Accounting Stock Market 245

The Motley Fool

MAY 13, 2024

During his annual Q&A with investors, Warren Buffett suggested that tax reasons were behind the hefty reduction in its Apple stake. The Oracle noted that while the peak marginal corporate income tax rate is currently 21%, fiscal policy changes are liable to increase this figure in the future. Image source: Getty Images.

Banks 245

Banks Taxes Shareholders Stakes 245

Financial Times M&A

AUGUST 30, 2023

The value of the former Och-Ziff Capital Management has plunged 96% since its 2007 IPO

Hedge Funds 89

Hedge Funds Taxes Funds Capital 89

The Motley Fool

NOVEMBER 26, 2023

And management has lowered the company's outstanding share count by 16% since 1994, which, as exemplified in Berkshire's case, is a tax-efficient way of increasing a shareholder's ownership stake. billion tax debt for the years 2007 to 2009, as the beverage company allegedly limited its royalty income in the U.S.

Stakes 264

Stakes Shareholders Taxes Debt 264

The Motley Fool

NOVEMBER 26, 2023

taxes Retirees still have income, even if they don't work anymore, and you still need to file an annual return. Federal taxes may apply to Social Security benefits, dividends, retirement account distributions, and earned income from part-time or informal work. You still need to pay U.S.

Taxes 245

Taxes Accounting Banks Returns 245

The Motley Fool

MARCH 30, 2024

Net income was negatively impacted by a tax liability in the fourth quarter, but MercadoLibre remains reliably profitable, with $165 million in the fourth quarter. MercadoLibre has been a public company since 2007, and it has never split its stock. Total company revenue increased 83% year over year in the quarter.

Liabilities 246

Liabilities Public Companies Taxes Shareholders 246

The Motley Fool

FEBRUARY 7, 2024

Since its launch in 2007, the Vanguard Total Bond Market Index Fund has delivered total returns (pre-tax and including distributions) of 62.5%. That is not game-changing performance to be sure, but it is quite good for a conservative-leaning bond fund.

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Portfolios Funds Exchange-Traded Funds Shareholders 246

The Motley Fool

APRIL 10, 2024

From both 2002 to 2007 and 2008 to 2015, retirement rates were higher among people in their 40s and 50s. Save through tax-advantaged retirement accounts. Even among Americans who are 55 to 59, only a few years away from claiming Social Security, about 9 out of 10 are still working. In fact, it's less common than it used to be.

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Taxes Stock Market Stock Market Accounting 130

The Motley Fool

FEBRUARY 25, 2024

Since its founding in 2007, Airbnb (NASDAQ: ABNB) has quickly become a major disruptor in the global hospitality industry. They argue that Airbnb hosts pay their taxes, and that the business can help boost the economy by opening up tourism and increasing spending. The business currently counts 5 million hosts listing 7.7

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Taxes Companies Investors Returns 130

The Motley Fool

FEBRUARY 24, 2024

Most American shareholders see their quarterly payments fluctuate with currency exchange rates but the payout has grown every year, in British pounds, since 2007. At recent prices, it offers a 9.8% Last year, British American Tobacco turned a lot of heads by writing down the value of its U.S. At recent prices, it offers a 9.5%

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The Motley Fool

AUGUST 31, 2023

You must reach the maximum taxable amount in a job for which Social Security taxes are applicable. There's one other wrinkle to keep in mind. That's the case for most jobs, but not all. For example, some employees of state, county, and municipal governments are covered by state-funded pension plans instead of Social Security.

Taxes 246

Taxes Funds 246

The Motley Fool

APRIL 22, 2024

There's a maximum amount of earnings subject to Social Security tax every year. Here's the important thing for high earners, though. The SSA doesn't always count all of your income in its calculation. It's called the contribution and benefit base, and the SSA adjusts the amount for inflation every year.

Taxes 246

Taxes Stock Market Stock Market Accounting 246

The Motley Fool

FEBRUARY 18, 2024

As a business development company (BDC) , it must return at least 90% of its income to shareholders in the form of dividends to be exempt from federal taxes. Enterprise Products Partners' cash flow per unit rose during the financial crisis of 2007 and 2008. That's not a problem for Ares Capital. It generated net income of over $1.5

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Investing Capital Business Development Companies Taxes 239

The Motley Fool

MARCH 17, 2024

It's also unprofitable on a generally accepted accounting principles ( GAAP ) basis, and it doesn't even expect its adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) to turn positive until 2025. But based on those expectations and its enterprise value of $2.2 Its high debt-to-equity ratio of 4.3

Enterprise Values 239

Enterprise Values Buyout Earnings Before Interest Amortization 239

The Motley Fool

DECEMBER 21, 2023

The company had previously announced a goal of generating a positive adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) in 2024, but it just reported an EBITDA profit in the third quarter, indicating that the goal is well within reach. Roku remains the clear leader among streaming distribution platforms.

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The Motley Fool

SEPTEMBER 24, 2023

The business isn't profitable yet, but management expects to achieve positive adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) next year. Investors have lots of choices When thinking about streaming stocks, Netflix (NASDAQ: NFLX) is probably the first one that comes to mind.

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Earnings Before Interest Amortization Depreciation Stakes 246

The Motley Fool

MAY 1, 2024

This includes things like maintenance and taxes. Since 2007, roughly 72% of its acquisitions have come from companies that it already counts as tenants. The next big issue to understand is the structure of net leases. Essentially, net lease properties require the tenant to pay for most property level operating costs.

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Assets Portfolios Taxes Returns 130

The Motley Fool

NOVEMBER 29, 2023

Above that amount, you won't pay any Social Security taxes on your wages, and that's why your wages won't count toward your Social Security earnings. That amount is officially referred to as the "contribution and benefit base," but it's basically the minimum salary for the maximum Social Security benefit.

Taxes 241

Taxes 241

The Motley Fool

DECEMBER 19, 2023

I had owned a few shares of the graphics processing units (GPU) pioneer in the early days of my investing journey but ultimately sold them in an unprovoked bid of tax-loss harvesting in early 2010. 1: Netflix Netflix (NASDAQ: NFLX) was the very first stock I bought when I started investing in late 2007. Not bad for a "risky" stock.

Portfolios 246

Portfolios Investing Bidding Stakes 246

The Motley Fool

NOVEMBER 20, 2023

It didn't gain much attention when it went public in 2007, but a close partnership with Nvidia turned it into one of the market's hottest artificial intelligence (AI) stocks. Supermicro Super Micro Computer, more commonly known as Supermicro, is one of the world's leading producers of pre-built servers.

Earnings Before Interest 242

Earnings Before Interest Amortization Depreciation Education 242

The Motley Fool

AUGUST 29, 2023

You need to put money into a 401(k) or other tax-advantaged retirement plan at a brokerage firm if you hope to enjoy any financial security as a senior because Social Security alone likely cannot support you once you leave the workforce. Image source: Getty Images Investing for retirement is one of the smartest money moves you can make.

Accounting 246

Accounting Taxes Stock Market Stock Market 246

The Motley Fool

AUGUST 4, 2023

Both companies were founded around the same time, in 2007 to 2009, as disruptors of massive industries made possible by the smartphone. Based on its adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) and free-cash-flow results, the company looks even more profitable, with margins of 10% or better.

Initial Public Offering 246

Initial Public Offering Earnings Before Interest Amortization Depreciation 246

The Motley Fool

JULY 26, 2023

Adjusted earnings before interest and taxes are now expected between $12 billion and $14 billion, a $1 billion bump over the company's previous guidance range; adjusted automotive free cash flow should come in between $7 billion and $9 billion, up $1.5 to $8.15, compared with an old range of $6.35

Earnings Before Interest 246

Earnings Before Interest Prospects Taxes Debt 246

The Motley Fool

AUGUST 19, 2023

But management believes in 2024, it can achieve positive adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ). Then there's Apple, which has sold Apple TVs since 2007, the same year that Netflix launched its streaming option. In 2022, the business purchased MGM Studios for $8.5

Earnings Before Interest 245

Earnings Before Interest Amortization Depreciation Taxes 245

The Motley Fool

APRIL 12, 2024

in 2007 to its current dividend. billion in debt and leverage (net debt/consolidated adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA )) of 3.1 When the company raised its dividend last September, it marked the 17th consecutive year the company had raised its payout. It has not raised it since the cut.

Leveraging 130

Leveraging Debt Earnings Before Interest Amortization 130

The Motley Fool

SEPTEMBER 16, 2023

Bonus offer: unlock best-in-class perks with this brokerage account Read more: best online stock brokers for beginners While a regular brokerage account doesn't offer the same tax benefits as a traditional IRA or 401(k), like tax-free contributions and tax-deferred investment gains, it does offer the freedom to tap your assets when you want to.

Taxes 130

Taxes Accounting Assets Funds 130

The Motley Fool

DECEMBER 11, 2023

Ordinary income tax rates, of course, continue to grow the more money you make.) Even if you earn more than is taxed by Social Security for a total of 35 years, retiring at 67 dials 2024's monthly maximum benefit back to $3,911. After all, you don't get any additional retirement benefits for earnings in excess of these amounts.

Taxes 130

Taxes Prospects Accounting Investing 130

The Motley Fool

MAY 13, 2024

What Warren Buffett's cash stack and shrinking Apple position might signal about his view of the market and tax policy. I know they'd like to do buybacks more and it's certainly more tax advantage to do buybacks. Dylan Lewis: I like you noting maybe a little bit of tax loss harvesting happening there too. Jim Gillies: Yes.

Taxes 246

Taxes Shareholders Stakes Financing 246

The Motley Fool

AUGUST 14, 2023

The IRA provides sizable tax credits for renewable energy projects, power producers, and domestic manufacturing of products related to renewable energy. Q3 2022 was arguably the best quarter in Enphase's history. And the report came right after the landmark Inflation Reduction Act (IRA) was passed in August 2022.

Investors 246

Investors Taxes Companies Returns 246

A VC: Musings of a VC in NYC

MARCH 15, 2021

For many years, there have been attempts to tax carried interest as ordinary income and those efforts have been fought tenaciously and successfully by the VC, PE, and Hedge Fund industries. We would have a simpler and fairer tax code. I re-asserted that view in 2010 , just as USV started to pay carry to me and my partners.

Capital 104

Capital Hedge Funds Taxes Funds 104

The Motley Fool

DECEMBER 11, 2023

As a result, Uber's adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) turned positive in 2022, and it's remained profitable on a generally accepted accounting principles ( GAAP ) basis over the past two quarters.

Earnings Before Interest 130

Earnings Before Interest Amortization Depreciation Taxes 130

The Motley Fool

DECEMBER 13, 2023

More than 40% of British American's revenue is regularly turned into operating income, while around 20% of its top line trickles down to its after-tax bottom line. Even if they do dwindle as expected beginning next year, they're still dwindling from levels not seen since 2007. Profits are obviously important for any company to produce.

Prospects 189

Prospects Taxes Accounting Shareholders 189

The Motley Fool

AUGUST 19, 2023

The company has also turned profitable in terms of adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ), with a profit of $20.4 In its second-quarter report, the company saw active customers grow 47% to 5 million, driving send volume 38% to $9.6 million, compared to a loss of $5.3

Earnings Before Interest 130

Earnings Before Interest Amortization Depreciation Asset Management 130

Walkner Condon Financial Advisors

MARCH 16, 2023

This caused a fear over the weekend that we might see a repeat of 2007-2009. This explainer will lay out what happened, what the response was and why this is not like 2007-2009. Is this like 2007-2009? What happened at Silicon Valley Bank (and the other banks that failed): An old-fashioned bank run! In our view, no.

Banks 98

Banks Financial Institutions Assets Startups 98