Privacy Policy

Effective / last updated: August 5, 2026

This Privacy Policy explains what information RolloverRightNow ("RolloverRightNow," "we," "us") collects through rolloverrightnow.com (the "Site"), how we use it, and who we share it with. By using the Site or submitting the form on the Site, you agree to the practices described here.

Who we are

RolloverRightNow is a free matching service that connects people looking to roll over an old 401(k) or other retirement account with independent rollover specialists. We are not a registered investment advisor, broker-dealer, or financial planner, and we do not hold, manage, or have custody of any funds. Contact us at hello@rolloverrightnow.com.

Information we collect

When you submit our matching form, we collect the information you provide, which may include your name, email address, phone number, the type of account you're looking to roll over, an approximate account value range, your age range, and your rollover destination preference. We also automatically collect standard analytics information (such as pages viewed, referring site, and general device/browser information) via Google Analytics.

How we use your information

We use the information you submit to match you with one or more independent rollover specialists, to check for custodian bonus offers that may apply to your situation, to communicate with you about your request, and to operate, maintain, and improve the Site. We use analytics data to understand how visitors use the Site and to improve its content and performance.

How we share your information

We share the information you submit with the rollover specialist(s) we match you with so they can contact you and assist with your rollover. We may also share information with, or receive compensation from, custodians, specialists, or other partners in connection with referrals generated through the Site. We do not sell your information to unrelated third parties for their own independent marketing purposes outside of this matching relationship.

We may also share information: with service providers who help us operate the Site (such as hosting and analytics providers); if required by law, subpoena, or other legal process; or in connection with a merger, acquisition, or sale of assets.

Consent to be contacted

By submitting the form and checking the consent box, you agree that RolloverRightNow and the specialist(s) you're matched with may contact you by phone, text message (including by autodialer or prerecorded/artificial voice), and email at the number and email address you provide, even if that number is on a state or federal Do Not Call registry. Message and data rates may apply. You can revoke this consent at any time by contacting the specialist directly or emailing hello@rolloverrightnow.com.

Cookies and analytics

The Site uses Google Analytics (GA4) to understand aggregate visitor behavior. Google Analytics uses cookies and similar technologies to collect information such as pages visited and time on site. You can opt out of Google Analytics tracking using Google's browser opt-out add-on, or by adjusting your browser's cookie settings.

Your choices and rights

You may ask us to access, correct, or delete the personal information you've submitted by emailing hello@rolloverrightnow.com. If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA/CPRA), including the right to know what personal information we collect and the right to opt out of the "sale" or "sharing" of personal information as those terms are defined by California law. To make a request, contact us at the email above.

Data retention

We retain the information you submit for as long as reasonably necessary to fulfill the purposes described in this policy, comply with our legal obligations, resolve disputes, and enforce our agreements.

Children's privacy

The Site is not directed to, and we do not knowingly collect information from, anyone under the age of 18.

Changes to this policy

We may update this Privacy Policy from time to time. Changes are effective when posted on this page, and we will update the effective date above.

Contact us

Questions about this policy? Email hello@rolloverrightnow.com.