Editorial Policy

We are committed to accurate, useful, and clearly-sourced information about retirement planning. This page explains how we work.

How articles are created

Articles are researched and written by our editorial team using authoritative sources, including the IRS, the Social Security Administration, Medicare, the SEC’s Investor.gov, FINRA, and the Consumer Financial Protection Bureau, which we cite at the foot of every article.

Expert review

Articles covering retirement accounts, taxes, Social Security, and Medicare are reviewed by a CERTIFIED FINANCIAL PLANNER before publication. Reviewed articles display the reviewer’s name, credentials, and the date of review. Our current reviewer is Daniel Brookfield, CFP®. This review confirms factual accuracy and clarity; it is not personalized financial advice.

Keeping content current

Contribution limits, Social Security amounts, and Medicare premiums change every year. We review published articles periodically and update them as the rules change. Each article shows its publication date and, where applicable, when it was last updated or reviewed, and figures are described as applying to the current year.

Corrections

If you spot an error, please tell us via our Contact page and we will review it promptly.