Utilizing Investment Interest Debt for Tax Deductions

Explore the strategic use of investment interest debt in financial planning, with a focus on its tax deduction benefits and criteria for optimizing expenses. Gain insights on leveraging IRS guidelines to maximize savings and timing payments effectively. Learn how to showcase these benefits in client scenarios, building trust through tailored solutions. Conclude with actionable steps and real-world examples for practical application, empowering clients with informed choices and better...