How we keep guides up to date
Review schedule
| Page type | Review frequency |
|---|---|
| IRS rules, taxes, rollovers, withdrawals | At least once a year, and when the law or IRS guidance changes |
| Contribution limits | Every year when the IRS announces new limits, usually in the fall |
| Fees, company and custodian information | Every three months |
| Scams and enforcement actions | Every three months, and when regulators announce new actions |
| Market background | Once or twice a year |
What triggers an immediate update
- New legislation, regulations or IRS guidance
- A relevant court decision
- New regulator warnings or enforcement actions
- A confirmed error reported by a reader
The "Updated" date on a guide changes only when the content changes.