Investment Interest Expense

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Dictionary Says

Definition of 'Investment Interest Expense'

Any amount of interest that is paid on loan proceeds used to purchase investments or securities. Investment interest expense includes margin interest used to leverage securities in a brokerage account and interest on a loan used to buy property held for investment. Investment interest expense is deductible within certain limitations.
Investopedia Says

Investopedia explains 'Investment Interest Expense'

Your investment interest expense deductible is limited to the amount of investment income received, such as dividends and interest. If an investment is held for both business and personal gain, then any income received must be allocated proportionately between them. Personal investment interest expense is reported on Schedule A of the 1040.
Search results for

'Investment Interest Expense'

  • Finding Your Margin Investment Sweet Spot

    http://www.investopedia.com/articles/financial-theory/08/margin-investing.asp
    ... have to sell securities in a down market, preventing the investment strategy from ...
    The margin interest expense is tax deductible against taxable dividend income ...

  • Natural Gas Industry: An Investment Guide

    http://www.investopedia.com/articles/stocks/10/investing-in-natural-gas-guide.asp
    Natural Gas Industry: An Investment Guide. ... Unrealized oil derivative gain, $(19,676).
    Income tax expense (benefit), $44,410. Interest expense, $8,360. ...

  • CFA Level 1 Study Guide - Financial Ratios - Return on Investment ...

    http://www.investopedia.com/exam-guide/cfa-level-1/financial-ratios/return-investment-ratios.asp
    ... 1.26 Global Investment Performance Standards (GIPS); 1.27 GIPS: Composites And
    Verification; ... 2.3 The Five Components Of Interest Rates; 2.4 Time Value Of Money ...

  • What Investors Should Know About Interest Rates

    http://www.investopedia.com/articles/fundamental/04/061604.asp
    ... Otherwise, the bloated interest expense will eat away at its ... Moreover, if interest
    rate costs shoot up to such a ... what debt can do to your investment in Will ...

  • Investment Valuation Ratios: Enterprise Value Multiple ...

    http://www.investopedia.com/university/ratios/investment-valuation/ratio8.asp
    Investment Valuation Ratios: Enterprise Value Multiple. ... value" by its earnings before
    interest expense, taxes, depreciation and amortization (EBITDA). ...

  • I've come into a large amount of money. Should I invest it or pay ...

    http://www.investopedia.com/ask/answers/05/052205.asp
    ... The question boils down to: Which of these - the investment or the ... payment contains
    two aspects - the repayment of principal and the interest expense - that is ...

  • CFA Level 1 Study Guide - Liabilities - Total Interest Cost ...

    http://www.investopedia.com/exam-guide/cfa-level-1/liabilities/total-interest-cost-componenets.asp
    ... 1.26 Global Investment Performance Standards (GIPS); 1.27 GIPS: Composites And
    Verification; ... 2.3 The Five Components Of Interest Rates; 2.4 Time Value Of Money ...

  • Leveraging Leverage For Bigger Profits

    http://www.investopedia.com/articles/stocks/10/leverage-investing-strategy.asp
    ... tax expected rates of return – historically, these are 9% in the market versus maybe
    1% over the consumer price index (CPI) investment interest expense. ...

  • Series 65 Study Guide - Basic Economic Concepts - Interest Rates ...

    http://www.investopedia.com/exam-guide/series-65/economic-concepts/interest-rates.asp
    ... 7.3 Investment Adviser Duties; 7.4 Anti-fraud provisions and fiduciary duties; 7.5
    Other ... company earnings may rise because of lower interest expense, which may ...

  • Understanding The Income Statement

    http://www.investopedia.com/articles/04/022504.asp
    ... figure here for interest expense and interest income from ... garnered before the income
    tax expense is an ... The investment community continues to focus on the net ...

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