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Retire Tax Smart

Retirement Tax Strategies for Financial Freedom

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Privacy Policy

Privacy Policy

 

Effective Date:8/20/2025
Last Updated: 8/20/2025

This Privacy Policy describes how RetireTaxSmart.org (“Company,” “we,” “our,” or “us”) collects, uses, discloses, and protects your personal information when you visit our website, RetireTaxSmart.org (the “Site”), or interact with us.

1. Information We Collect

We may collect the following types of information:

  • Personal Information: Name, email, phone number, mailing address, or other details you voluntarily provide (e.g., when filling out a contact form, subscribing to our newsletter, or booking a consultation).
     
  • Usage Information: IP address, browser type, device information, pages visited, time and date of visits, and referral sources.
     
  • Cookies & Tracking Technologies: We use cookies, pixels, and analytics tools to improve user experience, track website performance, and deliver relevant advertising.
     

2. How We Use Your Information

We may use collected information to:

  • Provide, operate, and maintain our services.
     
  • Respond to inquiries and provide personalized consultations.
     
  • Improve website functionality and user experience.
     
  • Send promotional materials, newsletters, and service updates.
     
  • Comply with legal obligations and enforce our Terms.
     

3. How We Share Information

We do not sell your personal information. We may share information with:

  • Service Providers: Hosting, analytics, email delivery, or marketing services that support our operations.
     
  • Legal Requirements: If required by law, regulation, or legal process.
     
  • Business Transfers: In the event of a merger, acquisition, or sale of assets.
     

4. Your Privacy Rights

Depending on your location, you may have the right to:

  • Access, correct, or delete your personal data.
     
  • Opt-out of marketing communications.
     
  • Request data portability.
     
  • Withdraw consent at any time.
     

To exercise these rights, contact us at Brian@RetireTaxSmart.org.

5. Data Security

We take reasonable administrative, technical, and physical measures to protect your information. However, no online transmission or storage system can be guaranteed 100% secure.

6. Third-Party Links

Our Site may contain links to external websites. We are not responsible for their privacy practices or content.

7. Children’s Privacy

Our Site is not directed to children under 13. We do not knowingly collect personal data from children.

8. Changes to This Policy

We may update this Privacy Policy periodically. Updates will be posted on this page with a revised “Last Updated” date.

9. Contact Us

If you have any questions, contact us at:
📧 Brian@RetireTaxSmart.org
📍 Noble, Oklahoma


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