Some good rules of thumb is maybe not collateralizing loans that have income tax-exempt bonds; maybe not to buy tax-exempt ties toward loan proceeds; and you can depositing borrowed fund towards a unique membership that’s not associated which have income tax-excused securities.
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- Even though you utilize the financing to acquire accredited ties, however your portfolio comes with income tax-excused ties, this might head the new Internal revenue service to help you disallow section of your attract expenses.
