Up to 97% more Lifetime Wealth
Up to 97% more Lifetime Wealth
Example — 65 with a $500K IRA, married, filing jointly. Run yours →
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SOC II certified
Most retirees keep only 4–7% of their savings in cash, which doesn't leave much room for large tax hits. A Roth Blueprint covers the taxes using the strategy itself, not your savings. We'll help you convert without emptying the coffers.
Converting too much can push you into a higher marginal bracket. A Blueprint will help you convert right up to the top of your current tax or IRMAA bracket each year, never a dollar over. You convert as much as you can without bumping into a higher rate.
Any Roth conversion will alter your tax landscape, but the benefits won't be worth it if the conversion shrinks your bottom line. We model your conversions so that your lifestyle needs are always prioritized before, during, and after the conversion.
Your Blueprint report, based on hundreds of iterations, clarifies the lifetime potential of a Roth conversion.
Nine questions, up to 97% more lifetime wealth.
Nine questions, up to 97% more lifetime wealth.
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: [email protected]
Privacy Policy
RothBlueprint.com
Information We Collect
RothBlueprint.com collects information you voluntarily provide when you request information, complete a form, or contact us through the website. This may include your name, email address, phone number, and any other information you choose to submit.
We also automatically collect certain information when you visit the site, including your IP address, browser type, device information, pages viewed, referring URLs, and interactions with site content.
How We Use Information
We use the information collected to:
Advertising and Analytics
RothBlueprint.com uses advertising and analytics tools provided by Meta (Facebook and Instagram), including the Meta Pixel and Conversions API.
These tools collect and transmit information about activity on this website, such as page views, form submissions, IP address, device information, and browser data. This information allows us to measure advertising performance, understand user behavior, and optimize marketing campaigns.
Meta may use this information in accordance with its own privacy policies.
Sharing of Information
We may share information with trusted service providers and advertising partners, including Meta, for purposes such as advertising optimization, analytics, measurement, and marketing support.
We do not sell personal information for monetary compensation. However, certain data sharing related to advertising may be considered "selling" or "sharing" under California privacy laws.
Cookies and Tracking Technologies
RothBlueprint.com uses cookies and similar tracking technologies to support site functionality, analyze traffic, and assist with advertising and marketing efforts.
Third-party partners, including Meta, may place cookies or collect information through this website to deliver advertising and measure effectiveness.
You may control cookie preferences through your browser settings. Disabling cookies may affect certain features of the site.
California Privacy Rights
California residents have the right to request access to, correction of, or deletion of their personal information. California residents also have the right to opt out of the sale or sharing of personal information for advertising purposes.
Requests may be submitted by contacting us at:
California residents may also opt out by visiting our Do Not Sell or Share My Personal Information page.
We will not discriminate against users for exercising their privacy rights.
Data Retention and Security
We retain personal information only as long as necessary to support legitimate business purposes and comply with legal requirements. Reasonable administrative, technical, and physical safeguards are used to protect personal information.
Children's Information
RothBlueprint.com is intended for a general adult audience and does not knowingly collect personal information from individuals under the age of 18.
Updates to This Policy
This Privacy Policy may be updated from time to time to reflect changes in practices or legal requirements. Updates will be posted on this page with a revised effective date.
Contact Information
If you have questions about this Privacy Policy or our data practices, please contact:
RothBlueprint.com
Email: [email protected]
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