Some very nice rules of thumb is perhaps not collateralizing personal debt with tax-exempt securities; perhaps not purchasing taxation-excused bonds for the loan proceeds; and you can transferring lent money into the a special membership that’s not associated that have income tax-exempt ties.
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- Even although you utilize the mortgage buying accredited securities, but your collection includes income tax-exempt securities, this could head the brand new Internal revenue service so you’re able to disallow part of the notice bills.
