By accessing The Right Retirement Plan (“TRRP”, “the site”), you agree to these terms. Please read them carefully.
All content on TRRP — blog posts, infographics, videos, newsletters, the Masterclass, and the Retire Ready Score™ — is educational. It is not personalized financial, tax, legal, or investment advice. We publish general information based on publicly available rules and best practices, which may not fit your personal situation.
Always consult a qualified professional before acting on anything you read here. Historical data and examples are illustrative; actual results vary and past performance does not guarantee future results.
TRRP maintains a network of independent fiduciary advisors (“Select Advisors”) who each operate their own independent practices. TRRP is not a broker-dealer, not a registered investment adviser, and does not manage client assets. We are an education and referral platform.
When you’re matched with a Select Advisor through the Retire Ready Score™, any relationship or transaction between you and that advisor is solely between the two of you. TRRP is not a party to and does not earn a commission on any securities or insurance transactions.
We use words like “may”, “could”, and “typically” throughout our content. We never guarantee returns, tax outcomes, or any specific result. Every individual’s situation is different and the tax code, Social Security rules, and Medicare guidelines can change.
All original content, graphics, logos, and brand elements on TRRP are owned by The Right Retirement Plan. You may share our content with attribution; commercial use or reproduction without permission is prohibited.
We occasionally link to IRS, SSA, CMS, and academic sources for citations. TRRP is not responsible for the content, accuracy, or privacy practices of external sites.
To the maximum extent permitted by law, TRRP is not liable for any direct, indirect, incidental, or consequential damages arising from your use of the site or any actions taken based on our educational content. You assume full responsibility for your financial decisions.
We may update these terms from time to time. Continued use of the site after changes means you accept the updated terms.
Questions about these terms? Email us at legal@therightretirementplan.com.