Some very nice rules of thumb are perhaps not collateralizing loans with taxation-exempt ties; not buying taxation-exempt ties into the financing continues; and you will placing borrowed loans towards the a unique membership that’s not relevant with taxation-exempt securities.
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- Even although you utilize the financing to find licensed ties, but your portfolio comes with income tax-excused ties, this might lead the fresh new Irs so you can disallow element of the attention expense.
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