Some great rules of thumb include not collateralizing debt with tax-exempt securities; perhaps not to find taxation-excused ties toward mortgage continues; and you can placing lent loans with the a different sort of account that isn’t related with income tax-exempt bonds.
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- Even if you use the loan to order accredited bonds, however your profile comes with tax-exempt bonds, this may head the fresh new Irs to disallow element of your own appeal expense.