Some very nice rules of thumb is maybe not collateralizing obligations having income tax-excused securities; not to acquire tax-excused ties for the financing proceeds; and you will transferring borrowed finance into the a unique membership that’s not related that have taxation-exempt securities.

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• Even if you use the loan to buy qualified ties, but your profile includes taxation-excused ties, this could lead the brand new Irs to disallow element of the attract debts.