Charitable Remainder Unitrust
Calculate Your Payments Based On:
Use slider bar to select your age at the time of donation or the number of years you want the trust to pay you.
Your Age
Fixed Number of Years
AGE
45
55
65
75
85
95
105
115
125
135
145
155
min
min
min
min
min
min
min
min
min
min
min
min
AGE 2
45
55
65
75
85
95
105
115
125
135
145
155
min
min
min
min
min
min
min
min
min
min
min
min
How Much Will You Give to the Trust?
Use slider bar to select the amount you'll give.
Your Potential Charitable Income Tax Deduction:
$xxxxxx
The Trust's First-Year Payment to You:
$xxxxxx
Your Estimated Amount to Us:
$xxxxxx
Deductible up to 50% of your adjusted gross income for cash gifts.
Deductible up to 30% of your adjusted gross income for appreciated property owned for more than one year.
Unused amount may be carried over for up to five additional years.
Deduction based on xxxxx payments and a XX% charitable midterm federal rate.
Deductible up to 30% of your adjusted gross income for appreciated property owned for more than one year.
Unused amount may be carried over for up to five additional years.
Deduction based on xxxxx payments and a XX% charitable midterm federal rate.
Payments will vary after the first year based on the performance of trust assets.
Payments are taxed in four tiers based on the type of income the trust earns: ordinary income, capital gains, tax-free income and return of principal. See your trustee for the exact taxation of your payments each year.
Payments are taxed in four tiers based on the type of income the trust earns: ordinary income, capital gains, tax-free income and return of principal. See your trustee for the exact taxation of your payments each year.
Based on the length of time your trust is in existence, determined by the term of years or the estimated life expectancy, and assuming XX% annual growth.
Please note that the green bars are displayed using a percentage value, rather than a numeric value.
Copyright © The Stelter Company, All rights reserved.The information in this illustration is not intended as tax or legal advice. For tax or legal advice, please consult an attorney or CPA.
Figures cited in examples may not reflect your personal circumstances, are for hypothetical purposes only and are subject to change.
References to estate and income tax include federal taxes only. State income/estate taxes or state law may impact your results.
