This page describes how content on The Rollover Ledger is produced and maintained. It exists because this industry runs on undisclosed incentives, and the only credible response is to disclose ours.
Sourcing
Regulatory and tax claims are researched against primary sources: the Internal Revenue Code, IRS publications and announcements, US Tax Court decisions, and CFTC/FINRA investor materials. Where we cite a case or a statute, we name it so you can verify it yourself.
Company data (minimums, fees, buyback terms) comes from company-published materials where they exist, and from cross-referenced third-party reporting where they don’t. Our fee comparison marks which is which, because the difference matters: only one of the six companies we track publishes a complete fee sheet.
Verification and dating
Every article shows a “last updated” date. The fee table additionally carries a “last verified” date. Fee and promotion data is re-verified on a quarterly cycle; tax figures are re-verified annually when the IRS publishes new limits. If a page’s date looks stale to you, treat its figures with corresponding caution — and tell us.
How we make money, and what it doesn’t buy
This site earns affiliate commissions, described in full in our affiliate disclosure. Editorial rules that hold regardless:
- Reviews name drawbacks — minimums, sales pressure, fee math, missing guarantees — even when they reduce conversions.
- Standing guidance (direct rollovers, standard bullion, gold as a minority allocation) does not bend to what pays better.
- No company sees, reviews, or approves content before publication.
- We do not accept payment for coverage or for removing criticism.
Corrections
We correct errors when we find them or when readers report them, and we note the update date. Substantive corrections (a wrong figure, a wrong rule) are corrected in the text; we don’t quietly delete mistakes. Report errors to contact@rolloverledger.com.
Authorship
Content is written by Karl Jesper, an independent publisher whose professional background is in marketing and market analysis — not financial services, a distinction spelled out plainly on the about page. The byline is a working name; publisher and contact details are available via this site’s legal pages.