IRAs as a Giving Tool
Now that the 2022 tax filing deadline has passed, it’s a good time for individuals and families to consider some strategies and new ideas that may reduce their tax burden for 2023. Don’t wait until April 2024 to think about your taxes!
Financial advisor Dwight Atchley, who is a partner and has managed an Edward Jones Investments office in Oak Park since 2005, will share insights about retirement savings and estate planning strategies, at 7:30 p.m. on Tuesday May 23 at OPRF Museum. He will answer questions you may have, including using IRAs as a charitable giving tool.
Guests can come early at 7 p.m. to enjoy a glass of wine and dessert as Historical Society Executive Director Frank Lipo will “Show and Tell” stories about a few of his favorite artifacts and photos from the OPRF Museum collection.
Please RSVP to 708-848-6755 or through our Contact page by Saturday May 20.