Posts Tagged ‘interest deductibility’

Borrowing to invest in high-payout funds: a numerical example

By Dan Hallett on November 17th, 2011

My last post on the perils of investing in high-payout funds with borrowed money sparked a lot of questions and a bit of confusion around the tax rules and associated risk.  In this post, then, I thought it would be helpful to run through a...

Leveraging + High Payout Funds = Unhappy Ending

By Dan Hallett on November 7th, 2011

The final chapter to the series of articles I’ve written this year on high-payout investments funds features leveraging.  Over the past few years, I have been contacted by several individual investors and financial advisors about strategies...

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