ROTH BLUEPRINT WEBSITE TERMS OF SERVICE & CONSENT

Last updated: 23 November 2025

Please read these terms of service (“Terms”) carefully before using this website or submitting any information. By clicking “Submit,” accessing, or using the site, you agree to be bound by these terms.

1. WHO WE ARE

Roth Blueprint, LLC (“Roth Blueprint,” “we,” “us,” or “our”) provides software tools and educational content designed to help illustrate potential Roth conversion strategies. We are a technology and marketing platform and do not provide individualized investment, tax, or legal advice.

Certain financial professionals may use our platform and may be referred to on our site as “Roth Blueprint Specialists.” These are independent third-party financial advisors, not employees or agents of Roth Blueprint.

2. ELIGIBILITY TO USE THE SITE

By using this site and submitting information, you represent that you:

• Are at least 18 years old; and
• Are using the site for your own personal purposes and not on behalf of another person without their authorization.

3. DESCRIPTION OF THE SERVICE

Our site allows you to:

• Input basic financial and personal information;
• View illustrative, approximate projections related to a potential Roth conversion strategy; and
• Request or be offered the opportunity to connect with a Roth Blueprint Specialist or schedule an appointment via a third-party scheduling service (such as Calendly).

Any projections, illustrations, or figures displayed on the site are for **informational and educational purposes only** and are based on assumptions that may not reflect your actual situation. They are not promises, guarantees, or predictions of future results.

4. NOT INVESTMENT, TAX, OR LEGAL ADVICE

The site, including any tools, calculators, and illustrations, is intended for general educational purposes only.

• The information provided does not take into account your entire financial situation, objectives, or needs.
• Nothing on this site should be interpreted as individualized investment, financial, tax, or legal advice.
• Roth Blueprint is not a law firm, accounting firm, or registered investment adviser (unless separately disclosed elsewhere).

You should consult with your own financial advisor, tax professional, and/or attorney before making any decision regarding Roth conversions or related strategies.

5. YOUR INFORMATION AND ACCURACY

You agree that:

• All information you submit to Roth Blueprint is true, accurate, and complete to the best of your knowledge.
• You will not submit information for any other person without that person’s authorization.
• You understand that the accuracy of any illustrative output may depend on the accuracy of the information you provide.

6. AUTHORIZATION TO SHARE YOUR INFORMATION WITH THIRD PARTIES

When you submit your information on our site, you authorize Roth Blueprint to:

• Use your information internally to generate illustrative Roth conversion scenarios; and
• Share your information with one or more independent third-party financial professionals who use our platform and who may be described as “Roth Blueprint Specialists,” **if you indicate that you wish to be contacted or schedule an appointment**.

These third-party professionals are solely responsible for the advice, recommendations, and services they provide. Roth Blueprint does not control, supervise, or guarantee the advice or services of any Roth Blueprint Specialist.

You acknowledge that Roth Blueprint may receive compensation or other benefits from third-party professionals in connection with appointments, as permitted by applicable law and your chosen professional’s regulatory framework.

7. CONSENT TO BE CONTACTED (PHONE, EMAIL)

By checking the consent box and clicking “Submit,” you provide your express consent and electronic signature authorizing:

(a) **Roth Blueprint** to contact you at the phone number(s) and email address(es) you provide on this site, including for informational and marketing purposes related to Roth conversion education, our tools, and related services; and

(b) **Any Roth Blueprint Specialist with whom you choose to schedule** (for example, by selecting an appointment time) to contact you at those same contact points, including for informational and marketing purposes related to financial or investment services they offer.

You agree that such communications may include:

• Phone calls, in the case that a phone number is provided; and
• Emails or other electronic messages.

You understand and agree that:

• Your consent to be contacted is **not a condition of purchasing** any product or service;
• Standard message and data rates may apply to SMS/text communications; and
• You can revoke your consent to marketing communications at any time by following the opt-out instructions in a message (for example, replying “STOP” to a text, or clicking “unsubscribe” in an email) or by contacting us at the email address provided below.

Your decision to revoke consent may not apply to communications reasonably necessary to service any existing relationship you may establish with a Roth Blueprint Specialist or other provider.

8. NO ENDORSEMENT OR RESPONSIBILITY FOR THIRD-PARTY PROFESSIONALS

Roth Blueprint may present you with the option to connect with one or more third-party financial professionals (including Roth Blueprint Specialists) or third-party services (such as scheduling tools).

• Any relationship you enter into with a third-party professional is solely between you and that professional.
• Roth Blueprint does not recommend or endorse any specific advisor, professional, product, or strategy.
• Roth Blueprint does not monitor or supervise the ongoing advice or services of these third parties and is not responsible for their acts, omissions, or compliance with law.

You are responsible for evaluating any professional you choose to work with, including reviewing their licenses, registrations, disclosures, and any applicable regulatory records.

9. NO GUARANTEE OF RESULTS

You understand and agree that:

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

Roth Blueprint 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.

10. PRIVACY

Your use of the site is also subject to our Privacy Policy, which describes how we collect, use, and share your information. By using the site, you acknowledge that you have read and understand our Privacy Policy.

11. INTELLECTUAL PROPERTY

All content on this site, including text, graphics, logos, icons, software, and tools, is owned by Roth Blueprint or its licensors and is protected by intellectual property laws.

You may use the site and its tools solely for your personal, non-commercial use. You may not:

• Reproduce, distribute, or publicly display any portion of the site without our permission;
• Reverse engineer, decompile, or otherwise attempt to access or modify the underlying software; or
• Use the site or its content for any unlawful or unauthorized purpose.

12. DISCLAIMER OF WARRANTIES

To the maximum extent permitted by law, the site and all content and services made available through it are provided "as is" and "as available," without warranties of any kind, express or implied.

Roth Blueprint disclaims all warranties, including but not limited to any implied warranties of merchantability, fitness for a particular purpose, title, and non-infringement.

We do not warrant that the site will be uninterrupted or error-free, that defects will be corrected, or that the site is free of viruses or other harmful components.

13. LIMITATION OF LIABILITY

To the maximum extent permitted by law, in no event will Roth Blueprint or its owners, officers, employees, or affiliates be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages arising out of or relating to your use of (or inability to use) the site or any third-party services or professionals, even if advised of the possibility of such damages.

To the maximum extent permitted by law, our total liability to you for any claim arising out of or relating to these Terms or your use of the site will not exceed one hundred U.S. dollars (US $100).

Some jurisdictions do not allow limitations on implied warranties or limitation of liability for certain damages; in such jurisdictions, some of the above limitations may not apply to you.

14. GOVERNING LAW & DISPUTE RESOLUTION

These Terms and your use of the site are governed by the laws of the State of Delaware, without regard to its conflict of laws principles.

Any dispute, claim, or controversy arising out of or relating to these Terms or your use of the site will be resolved in the state or federal courts located in the United States, and you consent to the personal jurisdiction of such courts. (Your local laws may provide additional rights; consult with your legal counsel.)

15. CHANGES TO THESE TERMS

We may update these Terms from time to time. If we make material changes, we will update the “Last updated” date at the top and may provide additional notice as required by law.

Your continued use of the site after any changes become effective constitutes your acceptance of the updated Terms. If you do not agree to the updated Terms, you must stop using the site.

16. CONTACT US

If you have questions about these Terms or our use of your information, you may contact us at:

Roth Blueprint, LLC
Email: hey@rothblueprint.com