Editorial Standards
How we ensure accuracy across our educational content
Our Commitment
Self-directed retirement accounts involve complex tax rules, IRS regulations, and compliance requirements. We take accuracy seriously because our readers deserve current, reliable educational content.
All content is reviewed for accuracy before publication. Our most comprehensive educational articles receive a formal editorial review and display a "Fact Checked" badge with the name of the reviewing professional.
Our Process
- Research Content is sourced from IRS publications, Department of Labor guidance, Nevada Revised Statutes, and direct industry experience administering thousands of self-directed accounts.
- Review A credentialed trust professional reviews every article for accuracy, checking that IRS rules, contribution limits, prohibited transaction rules, and account procedures reflect current guidance.
- Update Articles are periodically reviewed when regulations change, particularly around contribution limits, SECURE 2.0 provisions, and IRS reporting requirements.
Editorial Board
Andrew Hart
CTFA, TEP
Andrew holds the Certified Trust and Fiduciary Advisor (CTFA) designation from the American Bankers Association and the Trust and Estate Practitioner (TEP) designation from the Society of Trust and Estate Practitioners (STEP). He reviews Accuplan educational content against current IRS regulations and trust administration standards.
Corrections
If you find an error in any of our articles, please contact us. We investigate all reported inaccuracies and issue corrections promptly.
This is educational information, not tax or legal advice. Consult a qualified professional for guidance on your specific situation.