WORK TOGETHER
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If you have an audience interested in personal finance, investing, or retirement — fill this out and I'll be in touch.
WORK TOGETHER
If you have an audience interested in personal finance, investing, or retirement — fill this out and I'll be in touch.
We want you to purchase with confidence. If you are not satisfied with your purchase for any reason, contact us at hello@rothiraguides.com within 30 days of your purchase, and we will issue a full refund. Please make sure to include your order number and/or receipt.
All products sold by RothIRAGuides.com are digital downloads. Because digital products are delivered instantly and cannot be physically returned, refunds are handled differently from traditional physical products.
When you purchase a guide from RothIRAGuides.com, you receive a limited license to access and use the digital product for your own personal use.
If a refund is issued, that license is immediately revoked.
Because digital products cannot be physically returned, a refund requires that all copies of the refunded product be permanently deleted.
As a condition of receiving a refund, you agree to:
RothIRAGuides.com may request written confirmation that all copies have been permanently deleted before processing a refund.
Once a refund has been issued, your license to access, use, store, or reference the refunded product immediately terminates.
Any continued possession, use, reproduction, distribution, sharing, resale, or publication of refunded materials after license termination is unauthorized and may constitute copyright infringement under applicable intellectual property laws.
RothIRAGuides.com reserves all rights and remedies available under applicable law.
Approved refunds will be issued to your original payment method. Depending on your payment provider or financial institution, refunds may take 5–45 business days to appear.
Questions regarding this Refund Policy can be sent to:
Email: hello@rothiraguides.com
Last Updated: July 9, 2026
Roth IRA Guides ("we," "us," or "our") operates RothIRAGuides.com (the "Website") and provides digital educational products, content, and related services (collectively, the "Services").
This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you visit our Website, purchase products, communicate with us, or otherwise interact with our Services.
Roth IRA Guides uses Shopify to provide ecommerce functionality for our store. Certain personal information may be collected and processed by Shopify and other third-party service providers as described below.
By accessing or using our Services, you acknowledge that you have read and understand this Privacy Policy.
When you use our Services, we may collect the following categories of personal information:
Name
Email address
Billing address
Phone number, if provided
Payment method information
Transaction details
Purchase history
Order information
Payment information is processed through third-party payment providers. Roth IRA Guides does not store complete credit card numbers or payment card details.
If you create an account, we may collect:
Username
Password
Account preferences
Saved information associated with your account
When you contact us, we may collect information contained in your communications, including customer support inquiries, feedback, reviews, and other messages.
We may automatically collect information about your interaction with our Website, including:
IP address
Browser type
Device information
Operating system
Pages viewed
Website activity
Referral sources
Cookies and similar technologies
We may collect personal information from:
Including when you:
Purchase a product
Subscribe to emails
Contact customer support
Submit reviews or feedback
Including through:
Cookies
Analytics tools
Website technologies
Browser information
Including Shopify, payment processors, email providers, analytics providers, and other vendors that help us operate our business.
We may use your personal information to:
Including:
Processing purchases
Delivering digital products
Sending order confirmations
Providing customer support
Improving website functionality and customer experience
Including:
Responding to inquiries
Sending important account or purchase information
Providing product updates
If you choose to receive marketing communications, we may send:
Educational content
Product updates
Promotions
Special offers
You may unsubscribe from marketing emails at any time using the unsubscribe link included in our emails.
We may use information to:
Detect fraudulent activity
Protect our website
Enforce our Terms of Service
Maintain security
We may use information to:
Comply with applicable laws
Respond to lawful requests
Protect our legal rights
We may disclose personal information to trusted third parties for legitimate business purposes, including:
We may share information with providers that help us operate our business, including:
Shopify
Payment processors
Email marketing providers
Website hosting providers
Analytics providers
Customer support tools
These providers only receive information necessary to perform services on our behalf.
We may disclose information when required to:
Comply with legal obligations
Respond to lawful government requests
Protect our rights, property, or safety
Investigate fraud or security concerns
If Roth IRA Guides is involved in a merger, acquisition, sale, restructuring, or similar transaction, personal information may be transferred as part of that transaction.
Our Website is hosted and powered by Shopify.
Shopify collects and processes personal information about your access to and use of our Website to provide, maintain, and improve its services.
Information submitted through our Website may be shared with Shopify and other service providers that assist us in operating our business.
For more information about Shopify's privacy practices, please review Shopify's Consumer Privacy Policy.
We may use cookies and similar technologies to:
Operate our Website
Remember preferences
Analyze website traffic
Understand customer behavior
Improve our Services
Support marketing efforts
You may control cookies through your browser settings. Disabling cookies may affect certain Website functionality.
Our Website may contain links to third-party websites, services, or resources.
We are not responsible for the privacy practices, security, or content of third-party websites. We encourage you to review their privacy policies before providing personal information.
We use reasonable administrative, technical, and organizational safeguards designed to protect your personal information.
However, no method of electronic storage or transmission is completely secure, and we cannot guarantee absolute security.
We retain personal information only for as long as necessary to:
Provide our Services
Maintain transaction records
Comply with legal obligations
Resolve disputes
Enforce agreements
When information is no longer needed, we take reasonable steps to securely delete or anonymize it.
Depending on where you live, you may have certain rights regarding your personal information, including:
The right to request access to your personal information.
The right to request correction of inaccurate information.
The right to request deletion of personal information.
The right to request a copy of your personal information.
The right to opt out of certain marketing communications.
To exercise any privacy rights, contact:
Email: hello@rothiraguides.com
We may need to verify your identity before processing certain requests.
Roth IRA Guides is not directed toward children under the age of 13.
We do not knowingly collect personal information from children. If you believe a child has provided personal information to us, please contact us so we can take appropriate action.
Your personal information may be processed or stored in countries other than your country of residence.
When required by law, we use appropriate safeguards for international transfers of personal information.
We may update this Privacy Policy periodically to reflect changes in our practices, technology, legal requirements, or business operations.
Any updates will be posted on this page with a revised "Last Updated" date.
If you have questions about this Privacy Policy or our privacy practices, contact:
Roth IRA Guides
Email: hello@rothiraguides.com
Last Updated: July 9, 2026
Welcome to Roth IRA Guides. These Terms of Service ("Terms") govern your access to and use of RothIRAGuides.com, including our website, digital products, content, features, and services (collectively, the "Services").
Roth IRA Guides operates this website using Shopify's ecommerce platform. By accessing our website, purchasing our products, or using our Services, you agree to be bound by these Terms and our Privacy Policy.
If you do not agree with these Terms, please do not access or use our Services.
By using our Services, you represent that you are at least the age of majority in your state or province of residence or have received permission from a parent or legal guardian.
You agree to provide accurate, current, and complete information when making purchases or communicating with us.
You are responsible for maintaining the security of your account information and for all activity associated with your account.
All products offered by Roth IRA Guides are digital educational products delivered electronically.
Upon purchase, you receive a limited, personal, non-exclusive, non-transferable, and revocable license to access and use the purchased materials for your own personal, non-commercial purposes.
Purchasing a product does not transfer ownership of the intellectual property contained within the product.
All content provided by Roth IRA Guides, including PDFs, written materials, graphics, designs, trademarks, logos, and educational resources, is protected by copyright and intellectual property laws.
You may not:
Your license may be terminated immediately if you violate these restrictions and legal action will be pursued.
When you place an order, you agree that all information provided is accurate and that you are authorized to use the payment method submitted.
We reserve the right to refuse or cancel any order at our discretion.
All purchases are subject to our Refund Policy.
Our refund practices are governed by our Refund Policy, which is incorporated into these Terms.
Because our products are digital downloads, refunds may require deletion and termination of your license to use refunded materials.
The information provided on RothIRAGuides.com and within our digital guides is intended solely for educational and informational purposes.
Roth IRA Guides is not a law firm, accounting firm, registered investment adviser, broker-dealer, or financial planning firm.
Nothing contained on this website or within our products constitutes legal, tax, accounting, investment, or financial advice. No professional, fiduciary, advisory, or client relationship is created through your purchase or use of our materials.
Tax laws, IRS guidance, contribution limits, brokerage procedures, and financial regulations may change over time. While we strive to provide accurate and current information, we do not guarantee that all information remains accurate, complete, or applicable to your individual circumstances.
Before making financial, tax, or investment decisions, you should consult qualified professionals who can evaluate your specific situation.
You are solely responsible for decisions made based on information provided through RothIRAGuides.com.
Roth IRA Guides is an independent educational publisher and is not affiliated with, endorsed by, or sponsored by the Internal Revenue Service (IRS), any brokerage firm, or any government agency.
Our Services may contain links to third-party websites, tools, or services.
We are not responsible for the accuracy, security, availability, or practices of third-party websites or services. Your use of third-party services is subject to their own terms and policies.
If you submit reviews, comments, suggestions, testimonials, or other feedback, you grant Roth IRA Guides a worldwide, royalty-free license to use, reproduce, modify, publish, and display that feedback for business, marketing, and promotional purposes.
You represent that your submitted feedback does not violate the rights of any third party.
Our Services and products are provided on an "as is" and "as available" basis.
We do not guarantee that our website, products, or information will be uninterrupted, error-free, complete, or suitable for every individual.
To the fullest extent permitted by law, Roth IRA Guides and its owners, affiliates, partners, employees, contractors, and service providers shall not be liable for any indirect, incidental, consequential, special, or punitive damages arising from your use of our Services or products.
Our total liability shall not exceed the amount paid by you for the product giving rise to the claim.
You agree to indemnify and hold harmless Roth IRA Guides, Shopify, and their affiliates, partners, officers, employees, contractors, and service providers from claims, damages, liabilities, and expenses arising from your violation of these Terms, misuse of our Services, or violation of applicable laws or third-party rights.
Roth IRA Guides uses Shopify to provide ecommerce functionality.
However, purchases made through our website are transactions directly between you and Roth IRA Guides. Shopify is not responsible for any products purchased from our store or disputes arising from transactions between you and Roth IRA Guides.
These Terms shall be governed by the laws of the State of Florida.
We may update these Terms from time to time. Updated Terms will be posted on this page with a revised effective date.
Your continued use of our Services after changes are posted constitutes acceptance of the updated Terms.
Questions regarding these Terms may be directed to:
Email: hello@rothiraguides.com