Privacy Policy

Effective Date: 8/27/2025

1. Who We Are

This site (“we,” “our,” “us”) provides educational content and services related to Solo 401(k) plans and Self-Directed IRAs.

2. Information We Collect

We may collect:

  • Contact information you provide (name, email, phone) when you sign up, request resources, or contact us
  • Payment information if you purchase services or resources (processed securely by our payment providers; we do not store card details)
  • Information on how you interact with our site (via cookies or analytics tools)

3. How We Use Your Information

We use your information to:

  • Provide educational resources and services
  • Respond to your inquiries
  • Send updates, newsletters, or promotional materials (if you opt in)
  • Improve our website and services

4. How We Share Information

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

  • Service providers who support our operations (e.g. payment processors, email providers, web hosting)
  • If required by law or to protect our legal rights
  • With your consent

5. Data Security

We take reasonable measures to protect your personal data, but no method of transmission or storage is completely secure.

6. Your Rights

Depending on where you live, you may have rights to access, update, or request deletion of your data. You may also opt out of marketing communications by clicking “unsubscribe” in our emails.

7. Cookies & Analytics

Our site may use cookies or tracking tools to understand usage patterns and improve performance. You can disable cookies through your browser settings.

8. Updates to This Policy

We may update this Privacy Policy as needed. The “Effective Date” will reflect the latest version.

9. Contact Us

If you have questions about this Privacy Policy or your personal data, contact us at: 📧 info@acesmanagementinc.com