Borrowing to Invest, When is Interest Tax-Deductible

April 17, 2025 | Charles W. Cullen III


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As part of your overall financial plan, you may have borrowed money in order to invest. One attraction of borrowing to invest is the ability to deduct your interest expense for tax purposes. However, it is important to note that using borrowed money to finance the purchase of securities involves greater risk than a purchase using cash resources only. For information, as always, please reach out. 

 

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