Understanding the 5% Rule for Charitable Remainder Trusts

CRT Payout & Remainder Estimator

Use this tool to visualize how your age and chosen payout rate impact the trust's likelihood of satisfying the IRS 10% remainder requirement.

Estimation Result

Estimated Annual Income:

$0

Est. Remainder to Charity:

$0

Disclaimer: This tool provides simplified estimations based on general rules of thumb. Official compliance requires actuarial tables and IRS 7520 interest rate calculations from a certified professional.