Terms of Service

Last updated: August 18, 2026

What this service is

Retirement Tax Radar is an educational planning tool. It produces estimates and questions worth discussing with a CPA, using the numbers you provide and simplified models of 2026 federal tax rules. By using the service you agree to these terms.

What this service is not

The service does not provide tax, legal, accounting, or investment advice, does not prepare or file tax returns, and does not make personalized recommendations. Outputs are estimates based on simplified assumptions (for example, state taxes are excluded, and Medicare premiums are based on income from two years prior). Always review decisions with a qualified professional before acting. You are responsible for the decisions you make.

Plans and billing

All payments are processed by Stripe. Prices are stated exactly at checkout, no hidden charges. This consumer site does not sell a monthly advisor plan.

Cancellation and refunds

Cancel anytime using the link in your Stripe receipt email or by contacting us; cancellation stops future renewals. The $99/year plan carries a 30-day money-back guarantee: reply to your receipt if you want a refund.

Your account and content

You are responsible for the accuracy of the numbers you enter and for keeping access to your sign-in email secure. Households you save belong to you; we store them only to provide the service.

Acceptable use

Don't attempt to break, overload, reverse-engineer, or gain unauthorized access to the service or other users' data. We may suspend accounts that do.

Disclaimers and limitation of liability

The service is provided "as is" without warranties of any kind. Tax law changes, and models simplify. To the maximum extent permitted by law, our total liability for any claim related to the service is limited to the amount you paid us in the twelve months before the claim arose.

Changes to these terms

We may update these terms; the date above reflects the latest version. Continued use after changes means acceptance. Material changes will be noted prominently.

Contact

Questions? Contact us.