Terms and Conditions

The material included in our publications is developed from sources believed to be reliable; this includes the tax code and IRS publications. Our products provide a general and high level overview of the rules that apply to the topics covered. Additional resources may be needed in order to get a complete understanding of the topics covered.


While reasonable effort has been made to ensure the accuracy of the content included in our products, there is no guarantee that they do not include typos or errors. The author and publisher cannot be held liable for any damages that anyone may feel can be attributed to our products.


Our products use rules that are in effect for the tax year for which they are created. Bear in mind that the governing laws and authoritative bodies do change the rules frequently, which may cause the material to become outdated. Where possible, we will post updates for the current year, for our Quick Reference Guides and Quick Reference Booklet at www.irapublications.com.


Our products are not intended to be used as tax or legal advice and must not be construed as such.


Taxpayers should work with a competent financial, tax or legal professional to determine the rules that apply to their particular financial, retirement or tax planning profile.