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Investing - Theory, News & General • Interest Expense Deductibility for Leverage ETF

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Hi Bogleheads,

I'm hoping to get some clarification on the tax implications of leveraged ETFs. Specifically, I'm wondering if the interest expense incurred by the ETF to achieve leverage is tax-deductible for the individual investor holding the ETF.

I understand that margin cost be deductible for investment purposes, but I'm unsure how this applies to leveraged ETFs.

Any insights or resources on this topic would be greatly appreciated!

Statistics: Posted by cuckoohash — Mon Apr 01, 2024 2:19 pm — Replies 0 — Views 6



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