Tax Facts

Term Certain Unitrust Remainder Factors (0.4% to 3.8%)

ADJUSTED PAYOUT RATE

YEARS

0.4%

0.6%

0.8%

1.0%

1.2%

1.4%

1.6%

1.8%

2.0%

1

.996000

.994000

.992000

.990000

.988000

.986000

.984000

.982000

.980000

2

.992016

.988036

.984064

.980100

.976144

.972196

.968256

.964324

.960400

3

.988048

.982108

.976191

.970299

.964430

.958585

.952764

.946966

.941192

4

.984096

.976215

.968382

.960596

.952857

.945165

.937520

.929921

.922368

5

.980159

.970358

.960635

.950990

.941423

.931933

.922519

.913182

.903921

6

.976239

.964536

.952950

.941480

.930126

.918886

.907759

.896745

.885842

7

.972334

.958748

.945326

.932065

.918964

.906021

.893235

.880604

.868126

8

.968444

.952996

.937764

.922745

.907937

.893337

.878943

.864753

.850763

9

.964571

.947278

.930262

.913517

.897041

.880830

.864880

.849187

.833748

10

.960712

.941594

.922819

.904382

.886277

.868499

.851042

.833902

.817073

11

.956870

.935945

.915437

.895338

.875642

.856340

.837425

.818892

.800731

12

.953042

.930329

.908113

.886385

.865134

.844351

.824026

.804151

.784717

13

.949230

.924747

.900848

.877521

.854752

.832530

.810842

.789677

.769022

14

.945433

.919199

.893642

.868746

.844495

.820875

.797869

.775463

.753642

15

.941651

.913683

.886493

.860058

.834361

.809382

.785103

.761504

.738569

16

.937885

.908201

.879401

.851458

.824349

.798051

.772541

.747797

.723798

17

.934133

.902752

.872365

.842943

.814457

.786878

.760180

.734337

.709322

18

.930397

.897336

.865386

.834514

.804683

.775862

.748018

.721119

.695135

19

.926675

.891952

.858463

.826169

.795027

.765000

.736049

.708139

.681233

20

.922968

.886600

.851596

.817907

.785487

.754290

.724272

.695392

.667608

ADJUSTED PAYOUT RATE

YEARS

2.2%

2.4%

2.6%

2.8%

3.0%

3.2%

3.4%

3.6%

3.8%

1

.978000

.976000

.974000

.972000

.970000

.968000

.966000

.964000

.962000

2

.956484

.952576

.948676

.944784

.940900

.937024

.933156

.929296

.925444

3

.935441

.929714

.924010

.918330

.912673

.907039

.901429

.895841

.890277

4

.914862

.907401

.899986

.892617

.885293

.878014

.870780

.863591

.856447

5

.894735

.885623

.876587

.867624

.858734

.849918

.841174

.832502

.823902

6

.875051

.864368

.853795

.843330

.832972

.822720

.812574

.802532

.792593

7

.855799

.843624

.831597

.819717

.807983

.796393

.784946

.773641

.762475

8

.836972

.823377

.809975

.796765

.783743

.770909

.758258

.745790

.733501

9

.818558

.803616

.788916

.774455

.760231

.746239

.732477

.718941

.705628

10

.800550

.784329

.768404

.752771

.737424

.722360

.707573

.693059

.678814

11

.782938

.765505

.748425

.731693

.715301

.699244

.683516

.668109

.653019

12

.765713

.747133

.728966

.711206

.693842

.676868

.660276

.644057

.628204

13

.748868

.729202

.710013

.691292

.673027

.655209

.637827

.620871

.604332

14

.732393

.711701

.691553

.671936

.652836

.634242

.616141

.598520

.581368

15

.716280

.694620

.673573

.653121

.633251

.613946

.595192

.576973

.559276

16

.700522

.677949

.656060

.634834

.614254

.594300

.574955

.556202

.538023

17

.685110

.661678

.639002

.617059

.595826

.575282

.555407

.536179

.517579

18

.670038

.645798

.622388

.599781

.577951

.556873

.536523

.516876

.497911

19

.655297

.630299

.606206

.582987

.560613

.539053

.518281

.498269

.478990

20

.640881

.615172

.590445

.566664

.543794

.521804

.500660

.480331

.460788

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