1. Acceptance of Terms

By accessing and utilizing the services provided by Rollover Helper (“the Website” or “the Service”), you acknowledge and agree to abide by the following comprehensive Terms and Conditions. Should you disagree with any part of these terms, please refrain from using the Website.

2. Use of the Service

2.1. Rollover Helper is committed to providing comprehensive information and sophisticated tools to assist users in optimizing their retirement strategies.

2.2. Users are obligated to furnish accurate and truthful information when utilizing the service, particularly when completing the Retirement Optimizer Quiz.

3. Retirement Optimizer Quiz

3.1. The Retirement Optimizer Quiz has been meticulously crafted to deliver personalized recommendations based on user-provided information. However, it is crucial to understand that Rollover Helper is not a registered investment adviser and does not provide financial advice.

3.2. Users bear sole responsibility for their investment decisions and are strongly encouraged to consult with a registered financial advisor to obtain personalized financial guidance.

4. Privacy Policy

4.1. Rollover Helper places a high value on user privacy. For detailed information on data collection, usage, and protection, please refer to our Privacy Policy.

5. Intellectual Property

5.1. The content, design, and functionality of the Website are protected under intellectual property laws. Any reproduction, distribution, or modification of any part of the Website requires prior written consent.

6. Limitation of Liability

6.1. Rollover Helper disclaims liability for any direct, indirect, incidental, consequential, or punitive damages arising from the use or inability to use the Service.

7. External Links

7.1. The Website may include links to third-party websites. Rollover Helper assumes no responsibility for the content or practices of these external sites.

8. Disclaimer on Registered Investment Advice

8.1. Rollover Helper explicitly states that it is not a registered investment adviser, financial adviser, broker, or dealer. The Service does not make financial recommendations. It provides general educational information and tools to assist users in making informed financial decisions.

8.2. Users are reminded to review the full Terms and Conditions for a comprehensive understanding of the limitations and responsibilities associated with the use of our Service.

9. Modifications to Terms

9.1. Rollover Helper retains the right to update, modify, or revise these Terms and Conditions at any time. Users are advised to periodically review the Terms for any changes.

10. Governing Law

10.1. These Terms and Conditions are governed by and construed in accordance with the laws of the United States.

For any inquiries or concerns regarding these Terms and Conditions, please contact us at support@rolloverhelper.com.