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. Compensation and conflicts of interest

Roth Playbook receives compensation from participating financial professionals for marketing services and for introductions generated through this site and its advisor-branded microsites. This compensation creates a conflict of interest, because it gives us a financial incentive to promote participating professionals. Compensation is not based on whether you purchase any product, and you pay nothing to use this site.

6. 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, text, or email — including through automated dialing or messaging technology — regarding your assessment. Consent is not a condition of any purchase. Message and data rates may apply. You may opt out at any time by replying STOP to a text, using the unsubscribe link in any email, or contacting us directly.

7. Testimonials and endorsements

Any testimonial, review, or endorsement appearing on this site reflects the experience of that individual only and is not indicative of future results or of the experience of other clients. Where a person providing a testimonial was compensated or has a material relationship with the promoter, that fact is disclosed alongside the statement. Testimonials are not a guarantee of any outcome.

8. 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.

9. Advisor disclosures

Advisor-branded microsites hosted on this platform may display additional disclosures supplied by that professional or their firm, including registration and supervisory information. Those disclosures are the responsibility of the professional who provided them and apply in addition to the disclosures on this page.

10. Contact

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