Grantor Retained Annuity Trust (GRAT) Calculator

A GRAT, or Grantor Retained Annuity Trust,is a vehicle designed to transfer assets to a family member without using one's annual gift tax exclusion.Assets are loaned to a trust but remain the property of the grantor (retained). The trust repays the grantor,with interest, over a predetermined period, usually 2 to 10 years. The interest rate is fixed at the creationof the annuity. At the conclusion of the annuity, any remaining assets (which are the result of the trust'sassets outperforming the interest rate) are owned by the grantee and usually transfered to a residual trust.These excess assets are no longer owned by the grantor and thus not taxed as part of the grantor's estate at death.The assets transferred into the trust as well as the annual payments made by the trust to the grantor can bemade using cash or stocks. By transferring stock, no assets are sold and no capital gains taxes are owed.
GRAT Amount ($):The amount of money initially deposited into the GRAT. Once the GRAT is established no additional money may be added and no withdrawls are permitted except for the annual annuity payment.

Duration (Y):The number of annuity payments, each made annual at the end of the fiscal year.

Interest Rate (%):The trust must repay the grantor at a fixed interest rate specified at the formation of the GRAT. This rate is established by the IRS monthly. Called the Section 7520 Interest Rate, it's current value can be found here.

Annuity Payment Growth Rate (%):The IRS permits the annual annuity payment to increase at a rate of up to 20% per year. By paying more principal towards the end of the GRAT, money stays in the trust longer, giving it more opportunity to outperform the §7520 interest rate.

Expected Rate of Return (%):The expected annual rate of return on the investments inside of the GRAT.