Terms of Service
Last Updated: December 26, 2025
1. No Legal Advice (Critical Disclaimer)
This website is for informational purposes only. We are not a law firm or a substitute for an attorney.
The information provided on this site does not constitute legal, tax, or professional advice. Usage of our guides and templates is at your own risk. For specific legal questions or complex situations, you should consult with a qualified attorney licensed in your jurisdiction.
2. Accuracy of Information
While we strive for accuracy, IRS rules, contribution limits, and tax regulations change frequently. We cannot guarantee that all information on this site is current or error-free. You should always verify specific rollover rules and tax treatment with the IRS (irs.gov) or a qualified tax professional before taking action.
3. Limitation of Liability
We are not responsible or liable for any loss, taxes, penalties, or financial harm resulting from rollover decisions made based on information on this website. By using this site, you agree to hold us harmless from any claims arising from your use of our content.
4. Intellectual Property
We own the content, design, and intellectual property on this website. You may not reproduce, distribute, or create derivative works from our content without our express written permission.
5. User Conduct
You agree to use this website only for lawful purposes. You represent that you are of legal age to form a binding contract.