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Wave 3Editorial Policy
Our sourcing, updating, corrections and independence standards.
Financial/YMYL notice: This page is general education, not individualized investment, tax or legal advice. Verify current rules and provider terms before acting.
Source hierarchy
For IRA and rollover rules, we prefer primary government sources such as the IRS. For provider fees, minimums and features, we cite the provider's current materials and label those statements as merchant-published.
Updates
Commercial facts are time-sensitive. Pages show a last-reviewed date and should be rechecked when providers change terms or when Search Console reveals material query gaps.
Corrections
Material errors should be corrected promptly and the affected page re-reviewed. We avoid fabricated first-hand experience, testimonials and performance claims.