Will My Investment Interest Be Deductible?
Interest paid on debts incurred in order to invest (such as 'margin
accounts') is generally deductible to the extent that it offsets
investment income (such as interest, dividends and short term capital
gains). Interest payments in excess of investment income can be carried
forward in hopes of offsetting future investment income. This calculator
can help you better manage the use of debt as an investment tool, and more
accurately time your income and interest payments to take best advantage
of current deductibility laws and limitations.
This information may help you analyze your financial planning needs. It is based on information and
assumptions provided by you regarding your goals, expectations and financial situation. This service shall
not infer that company assumes any fiduciary duties. In addition, such service should not be relied upon as
the only source of information. This information is supplied from sources we believe to be reliable but we
cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance
information. Past performance does not guarantee nor indicate future results.
