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Tools & Calculators

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.

Bank Rates

Loan Type Graph Rate +/- Last Week
30 Y Fixed Graph 3.77% up 3.60%  
15 Y Fixed Graph 2.88% up 2.74%  
30 Y Fixed Jumbo Graph 4.03% up 3.95%  
5/1 ARM Graph 2.66% up 2.54%  
5/1 Jumbo ARM Graph 3.02% up 2.89%  
Loan Type Graph Rate +/- Last Week
$30K HELOC Graph 4.98% dw 4.99%  
$50K HELOC Graph 4.56% -- 4.56%  
$30K Loan Graph 6.17% dw 6.19%  
$50K Loan Graph 5.97% dw 6.01%  
$75K Loan Graph 5.94% dw 5.97%  
Loan Type Graph Rate +/- Last Week
36 M New Graph 2.29% dw 2.30%  
36 M Used Graph 2.88% -- 2.88%  
48 M New Graph 2.45% -- 2.45%  
48 M Used Graph 2.92% dw 2.93%  
60 M New Graph 2.54% -- 2.54%  
Loan Type Graph Yield +/- Last Week
6 month Graph 0.40% up 0.39%  
1 yr Graph 0.57% up 0.54%  
5 yr Graph 1.23% up 1.18%  

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