Multi-year Roth conversion optimization against the real tax terrain.
Refund Policy
Last updated July 2026.
14 days, no questions asked
If RothPilot isn't right for you, request a refund within 14 days of purchase, no explanation needed. This applies to both the Plan Pass and the Annual Pass.
How to request one
Email [email protected] with your order number (from your purchase confirmation) and we'll process the refund.
How refunds are processed
All payments run through Paddle, our payment processor and merchant of record. Refunds are issued back to your original payment method through Paddle, and typically appear within a few business days.
Annual Pass cancellation
Canceling an Annual Pass stops future renewals. You keep access to the constants and features included in your plan through the end of the period you already paid for.
Contact
Questions about refunds: [email protected].