Trust Fund Calculator
Trust Fund
Project the growth of a trust fund over time based on the initial deposit, contributions, and rate of return
$
$
years
%
Formula
Future Value = Initial x (1 + Rate)^Years + Annual Contribution x [((1 + Rate)^Years - 1) / Rate]
Frequently Asked Questions
What is a trust fund?
A trust fund is a legal entity that holds assets on behalf of a beneficiary, managed by a trustee according to the terms established by the grantor.
What rate of return should I expect from a trust fund?
Trust funds invested in a diversified portfolio typically earn between 5 and 8 percent annually over the long term, depending on the asset allocation.
You may also need
$
Estate Tax Calculator
Free federal estate tax calculator. Estimate estate taxes with the $13.61M exemption and 40% top rate on taxable estates.
Finance$
Inheritance Tax Calculator
Free inheritance tax calculator. Estimate state inheritance tax based on inheritance amount and state. Understand the difference between federal estate tax and state inheritance tax.
Finance