Terms of Use

You must be at least 18 years old and a resident of the United States to use this site.

We grant you a limited, revocable, non-exclusive license to use the site for your own personal, non-commercial educational purposes. You may not scrape, reverse engineer, resell, or republish the site or its content, or use it to transmit unlawful or harmful material.

Roth Playbook is an educational technology and marketing platform. We are not a registered investment adviser, broker-dealer, law firm, insurance agency, or tax advisor. Nothing on the site is a recommendation to buy, sell, or hold any security or insurance product, or to execute a Roth conversion. Consult a licensed financial professional and a qualified tax advisor before acting.

All results, charts, projections, and dollar figures produced by the site are hypothetical and generated from assumptions and the inputs you provide. They do not reflect the performance of any actual account, do not account for all fees, taxes, or your complete financial picture, and are not a guarantee or prediction of future results. Tax law, product terms, and market conditions can change.

We may connect you with an independent licensed financial professional. Those professionals are not our employees or agents. They are solely responsible for the advice, products, and services they provide, and for their own compliance with applicable securities, insurance, and advertising rules. We do not endorse, monitor, or guarantee any professional, product, or strategy.

We may receive compensation from financial professionals for marketing services or for introductions made through the site. This creates a conflict of interest, as it gives us an incentive to promote participating professionals. See our Disclosures for details.

By submitting your contact information, you consent to be contacted by Roth Playbook and the matched professional by phone, text, and email at the number and address you provide, including through automated means, regarding your request. 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 texts, using the unsubscribe link in emails, or asking us to stop.

We make no guarantee of any financial, investment, tax, or other outcome from use of the site or from any connection to a third-party professional.

The site is provided "as is" and "as available," without warranties of any kind, express or implied, including merchantability, fitness for a particular purpose, accuracy, and non-infringement.

To the maximum extent permitted by law, Roth Playbook and its affiliates will not be liable for any indirect, incidental, special, consequential, or punitive damages, or for lost profits or lost opportunity, arising from your use of the site. Our total liability for any claim will not exceed one hundred dollars ($100).

You agree to indemnify and hold harmless Roth Playbook from claims arising out of your misuse of the site or violation of these Terms.

These Terms are governed by the laws of the State of [STATE], without regard to conflict-of-law rules. Any dispute will be resolved by binding individual arbitration seated in [COUNTY, STATE] under the rules of the American Arbitration Association, and you and Roth Playbook waive any right to participate in a class action. Either party may bring an individual claim in small claims court.

We may update these Terms at any time. Continued use of the site after changes are posted constitutes acceptance.

Questions? Email hello@rothplaybook.com.