How A CRT Works

At The National Foundation For Financial Education, we empower individuals, families, and communities with the financial knowledge and tools to build lasting legacies. As a 501(c)(3) charitable non-profit, we specialize in helping community minded individuals—typically those aged 45 and older—navigate complex financial landscapes to reduce tax burdens, preserve wealth, and grow their income.

Whether you’re looking to minimize income, capital gains, or estate taxes, or convert IRAs and 401(k)s into tax-free accounts, our team of seasoned experts is here to guide you through innovative, little-known financial strategies that can secure your future for generations to come.