Terms of use

Preparing for Retirement is owned and operated by Tarheel Advisors, LLC and can not be used or reproduced with out the written permission of Tarheel Advisors, LLC. The Website is intended only for your personal, non-commercial use and display. You may download information from the Website to your computer and print out a hard copy for your personal reference, provided that you agree not to remove any copyright, trademark or other notices contained therein.

The information provided on this site is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation or which would subject Tarheel Advisors, LLC or Preparing for Retirement to any registration requirement within such jurisdiction or country. You are solely responsible for your use of this web site. You shall indemnify and hold Tarheel Advisors LLC and Preparing for Retirement harmless from and against any and all claims, damages, liability and/or costs relating to your use of this web site. Due to the increase of computer viruses affecting the Internet, we want to warn you about infections or virus contamination of your system. You solely have the responsibility to scan any and all downloaded materials received from the Internet. Tarheel Advisors is not responsible or liable for any damage or data loss due to these circumstances.



This web-site and Preparing for Retirement are for informational purposes only. This web-site and text are in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states or countries where we are registered or where an exemption or exclusion from such registration exists. The statistical data and information contained herein are general in nature and do not represent personal tax, legal, or investment advice, either expressed or implied. Efforts to obtain reliable information have been made but no guarantees to their accuracy or completeness can be made. Individuals should consult with tax, legal, and financial planners before constructing plans for their personal needs. All information is subject to change, and none of the information contained herein can be relied upon to avoid any IRS penalties.