Obviously, depending on your very own financial predicament, your tax strategy was some other

Obviously, depending on your very own financial predicament, your tax strategy was some other

Some great rules of thumb tend to be maybe not collateralizing personal debt with taxation-exempt ties; maybe not to buy tax-excused securities to the financing continues; and placing lent funds for the a unique membership that isn’t associated that have tax-excused ties.

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  • Even although you utilize the loan buying qualified ties, but your collection boasts income tax-exempt securities, this could direct this new Irs so you’re able to disallow element of your own attract expenses.

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