Some very nice guidelines include perhaps not collateralizing loans with income tax-exempt bonds; perhaps not to order tax-exempt securities with the mortgage proceeds; and you will placing borrowed finance for the another membership that’s not relevant having income tax-excused bonds.
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- Even if you use the loan to find accredited ties, but your profile has income tax-excused bonds, this may direct new Internal revenue service so you’re able to disallow part of your appeal costs.