April 6, 2021—Before you decide how much to borrow for your home purchase, consider the role a mortgage can play in your overall wealth plan. With strategic mortgage financing, you could potentially enjoy certain tax benefits or perhaps leverage investment opportunities that you may otherwise miss. In today’s podcast, we discuss the impacts of three key issues on your home financing decision: qualifications for deductions, your personal income tax situation, and the potential investment benefits that may result from borrowing.
Wilmington Trust Emerald Family Office & Advisory® is a registered trademark and refers to wealth planning, family office and advisory services provided by Wilmington Trust, N.A., a member of the M&T family. Wilmington Family Office is a service mark for an offering of family office and advisory services provided by Wilmington Trust, N.A.
The information provided herein is for informational purposes only and is not intended as a recommendation or determination that any tax, estate planning, or investment strategy is suitable for a specific investor. Note that tax, estate planning, investing, and financial strategies require consideration for suitability of the individual, business, or investor, and there is no assurance that any strategy will be successful.
Wilmington Trust is not authorized to and does not provide legal or accounting advice. Wilmington Trust does not provide tax advice, except where we have agreed to provide tax preparation services to you. Our advice and recommendations provided to you are illustrative only and subject to the opinions and advice of your own attorney, tax advisor, or other professional advisor.
The information in this podcast has been obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed. The opinions, estimates, and projections constitute the judgment of Wilmington Trust and are subject to change without notice.
Third-party trademarks and brands are the property of their respective owners.
What can we help you with today