Disclosures & Terms

1. Who we are

Roth Playbook provides software tools and educational content designed to help illustrate potential Roth Conversion strategies under IRC §408A. We are a technology and marketing platform and do not provide individualized investment, tax, or legal advice.

2. Not investment, tax, or legal advice

The site, including any tools, calculators, and illustrations, is intended for general educational purposes only. The information does not take into account your entire financial situation. Consult a licensed financial professional and tax advisor before making any decision regarding Roth Conversions.

3. Illustrative projections

Any numbers, charts, or illustrations generated by the site are hypothetical and based on assumptions that may not occur. Past performance is not indicative of future results. Tax laws, product terms, and market conditions can change.

4. Third-party specialists

If you indicate you wish to be contacted, we may share your information with one or more independent licensed financial professionals. These professionals are solely responsible for any advice they provide. We do not endorse or guarantee any specific advisor, product, or strategy.

5. Consent to contact

By submitting your contact information, you consent to be contacted by Roth Playbook and any specialist you choose to schedule with, by phone or email, regarding your assessment. Consent is not a condition of any purchase. You may opt out at any time.

6. No guarantee of results

Roth Playbook makes no guarantee regarding any financial, investment, tax, or other outcome based on use of the site or any connection to a third-party professional.

7. Contact

Questions about these terms? Email hello@rothplaybooks.com.