Disclaimer v3 | Ensure Compliance Today

529 Tracker Disclaimer

Last updated May 16, 2026

Important Legal Information

Last Updated: Effective immediately or upon release of the Version 3.0 app by Apple to the public, whichever occurs later.

Version 2.0

Important Disclaimer and Limitation of Liability

This application (“529 Tracker”) is provided for informational and organizational purposes only. By using this application, you acknowledge and agree to the following:

No Financial, Tax, or Legal Advice

This application does not provide financial, tax, investment, or legal advice. All information and tools provided are for general informational purposes only and should not be construed as professional advice.

User Responsibility

You are solely responsible for:

Verifying the accuracy and completeness of all data entered
Ensuring compliance with all applicable federal, state, and local tax laws and regulations
Consulting with qualified tax professionals, financial advisors, or attorneys regarding your specific circumstances
Understanding and following IRS rules and regulations regarding 529 education savings plans
Verifying the accuracy of any calculations, projections, totals, or summaries generated by the application before relying on them for tax filing or financial decisions

No Warranties

The application is provided “as is” without warranties of any kind, either express or implied, including but not limited to warranties of merchantability, fitness for a particular purpose, or non-infringement.

Limitation of Liability

To the maximum extent permitted by law, the developers, distributors, and affiliates of 529 Tracker shall not be liable for any direct, indirect, incidental, special, consequential, or punitive damages arising from or related to your use of this application, including but not limited to any errors, omissions, or inaccuracies in the content.

IRS Rules and Regulations

You are responsible for ensuring that your use of 529 plans and related transactions follows current IRS rules and regulations, including those described in IRS Publication 970. This application is informed by IRS Publication 970 guidelines but does not certify or guarantee compliance.

Important: Always consult with qualified professionals regarding your specific tax situation. This application is a tool to help organize information and should not replace professional advice.