Some very nice rules of thumb were maybe not collateralizing personal debt which have tax-exempt bonds; maybe not to get income tax-excused ties towards loan continues; and you will placing borrowed money on the a special membership that’s not associated that have income tax-excused bonds.
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- Even if you make use of the mortgage to order qualified ties, but your portfolio includes income tax-excused bonds, this may direct the new Internal revenue service so you can disallow section of the notice debts.