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Hi , Here are your Articles for October 9, 2026.
 
 
Age Is Just a Number, but Tax Milestones Matter

From childhood savings accounts to retirement plan distributions, age can affect federal tax obligations and planning opportunities throughout one's life. Knowing when key milestones will arrive is critical to choosing optimal strategies. We journey through major age-based tax rules and considerations that taxpayers may encounter from birth through their 70s.

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Dividing Up Retirement Accounts in Divorce? Don't Forget Taxes

If you're getting divorced, you might want to divide your marital assets quickly and cut financial ties with your ex as soon as possible. But, when it comes to splitting up IRAs, 401(k) plan funds and other tax-favored retirement accounts, it's important to set up your divorce papers properly and follow the formalities of the settlement agreement to avoid potential tax-related pitfalls. Here's a look at the issue.

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Funding Long-Term Care Expenses: What Are Your Options?

Few things can derail an estate plan as quickly as unanticipated long-term care (LTC) expenses. Most people will need some form of LTC (such as a nursing home or assisted living facility stay) at some point in their lives. And the cost of this care is steep. This article explores a few options to fund LTC expenses so that a person won't deplete his or her nest egg. A sidebar details tax benefits available to offset LTC expenses.

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L H Harris Certified Public Accountant
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Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.