Grantor Retained Annuity Trust

A trust where the grantor retains fixed annuity payments and transfers the remaining asset appreciation after the term.

GRAT Setup

Transfer

Contribution amount

Start date

Term

years

Valuation

Section 7520 rate

Annuity growth

Solve objective

Target taxable gift

Projection

Return model

Expected annual return

Rolling GRAT cycles

cycles

Contribution, investment growth, annuities paid, and ending GRAT remainder.

Ready for GRAT modeling

Calculate once to populate the annual balance schedule, projected remainder, Monte Carlo range, and rolling cycle view.