Some very nice guidelines tend to be perhaps not collateralizing loans which have income tax-excused ties; perhaps not to buy taxation-exempt securities with the mortgage proceeds; and you can transferring borrowed loans towards the a special membership that isn’t associated that have taxation-exempt bonds.
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- Even although you use the loan to find qualified securities, however your portfolio boasts taxation-excused ties, this could head the fresh Irs so you can disallow part of your appeal expense.
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