Fence Financial LLC

Join our Midyear Outlook 2026: Policy, Buildouts, and Bottlenecks webinar to get timely insights on what’s shaping markets for the rest of the year.

From policy shifts to AI-driven growth, hear what could matter most for your investments.

Register now and stay ahead of the curve!https://d9nnlhj0cc8wa.cloudfront.net/media/documents/Midyear_Outlook_Client_Invitation1.pdf

Giving back can be deeply personal, especially when it reflects causes your family has cared about for years. 💙 This article explores how qualified charitable distributions from an IRA may fit into a broader retirement and giving strategy.

Charitable Contributions from IRAs The Pension Protection Act of 2006 first allowed taxpayers age 70½ or older to make tax-free charitable donations directly from their IRAs. Technically, these taxpayers were allowed to exclude from gross income otherwise taxable distributions from their IRA ("qualified charitable distributions," or...

What could shape markets in the second half of 2026?

Join our Midyear Outlook webinar to explore key trends, from AI growth to Fed policy shifts.

Register now:https://d9nnlhj0cc8wa.cloudfront.net/media/documents/Midyear_Outlook_Client_Invitation1.pdf