Privacy Policy

1 Who We Are

RothRightNow ("we," "us," or "our") operates the website located at rothrightnow.com. We are a free consumer matching service that connects individuals interested in Roth IRA conversions with independent financial specialists.

We are not a registered investment advisor, broker-dealer, tax advisor, or financial planner. Nothing on this site or in any communication from us constitutes personalized financial, tax, or legal advice.

2 Information We Collect

Information you provide directly:

• Name and email address
• Phone number (optional)
• Approximate retirement account balance range
• State of residence
• Any other information you voluntarily submit through our contact or matching forms

Information collected automatically:

• IP address and general geographic location
• Browser type and operating system
• Pages visited, time on site, and referring URLs
• Device identifiers and cookie data (see Section 6)

3 How We Use Your Information

We use the information we collect to:

• Match you with vetted Roth conversion specialists based on your profile
• Communicate with you about your matching request and follow-ups
• Send you the free guide and any other content you requested
• Improve our website, services, and user experience
• Comply with applicable laws and regulations
• Detect and prevent fraud or abuse

We do not use your information to provide personalized investment, tax, or financial advice.

4 How We Share Your Information

We may share your information with:

• Specialist network partners: Independent financial specialists in our network who you have requested to be matched with. These partners may contact you by phone, email, or text.
• Service providers: Third-party vendors who assist us with website hosting, email delivery, analytics, and CRM services. These parties are contractually prohibited from using your data for their own purposes.
• Legal authorities: When required by law, court order, or to protect our rights or the safety of others.
• Business transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

We do not sell your personal information to data brokers or unaffiliated third-party marketers.

5 Lead Generation Disclosure

RothRightNow is a lead generation service. By submitting a form on our site, you expressly consent to be contacted by one or more specialists in our network regarding Roth IRA conversion services. Contact may be made by phone (including automated calls or texts), email, or other means, even if your number is on a Do Not Call list.

You are under no obligation to use any specialist's services, and there is no cost to you for the matching service. RothRightNow may receive compensation from specialists when a connection is made.

You may revoke your consent to be contacted at any time by emailing hello@rothrightnow.com with "Opt Out" in the subject line.

6 Cookies & Tracking

We use cookies and similar tracking technologies to:

• Remember your preferences and form progress
• Analyze site traffic and performance via tools such as Google Analytics
• Support affiliate tracking for marketplace bonus offers
• Deliver relevant content and retargeting ads

You can disable cookies in your browser settings at any time, though some site features may not function properly as a result. For more information about opting out of analytics tracking, visit Google Analytics Opt-out.

7 Your Rights & Choices

Depending on your state of residence, you may have the right to:

• Access the personal information we hold about you
• Correct inaccurate information
• Delete your personal information (subject to certain exceptions)
• Opt out of having your information shared with specialists
• Receive a portable copy of your data

California residents may have additional rights under the California Consumer Privacy Act (CCPA). To exercise any of these rights, email us at hello@rothrightnow.com. We will respond within 30 days.

8 Data Security

We implement commercially reasonable technical and organizational measures to protect your personal information from unauthorized access, disclosure, or destruction. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

In the event of a data breach that affects your personal information, we will notify you as required by applicable law.

9 Children's Privacy

Our services are intended for individuals 18 years of age and older. We do not knowingly collect personal information from children under 13. If you believe a child has provided us with personal information, please contact us and we will delete it promptly.

10 Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the "Last updated" date at the top of this page. We encourage you to review this policy periodically. Continued use of the site after any changes constitutes your acceptance of the updated policy.

11 Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

• Email: hello@rothrightnow.com
• Website: rothrightnow.com

We aim to respond to all privacy inquiries within 5 business days.