Some great recommendations include maybe not collateralizing financial obligation that have income tax-excused ties; perhaps not to shop for taxation-exempt ties towards the loan proceeds; and you may depositing lent financing into the an alternative membership that isn’t relevant that have income Montana installment loans tax-excused securities.

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• Even if you make use of the loan to get licensed securities, but your portfolio has taxation-exempt bonds, this may head the fresh new Internal revenue service in order to disallow element of the interest bills.