Retained Life Estate
What's Your Age?
Use slider bar to select your age at the time of
donation.
donation.
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
What Is the Value of Your Home or
Structure, Excluding the Lot or Land?
Structure, Excluding the Lot or Land?
Use slider bar to select the fair market value of your
home/structure today.
Your Potential Charitable Income Tax Deduction:
$100,100
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 a XX% charitable midterm federal rate.
Unused amount may be carried over for up to five additional years.
Deduction based on a XX% charitable midterm federal rate.
Assumes salvage value of
buildings is equal to 25% of market value and
an estimated useful life of 45 years.
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.
