Calculator inputs
The public calculator is anonymous by default. It recalculates the scenario you enter but does not create a contact record or intentionally retain your balance, age, tax-rate, or growth-rate inputs after the request is completed.
Basic service information
Our hosting provider may process ordinary technical information needed to deliver and protect the website, such as IP address, device and browser information, timestamps, and security logs. We do not sell personal information.
Reports
When you print or save a report, the file is created through your browser. Review the report before sharing it and avoid adding confidential client information.
Protected advisor scenarios
The public calculator does not automatically create a saved case. An authenticated advisor may deliberately save an illustration inside a firm-specific workspace. A saved scenario contains an advisor-chosen case label, an optional opaque reference to the firm's CRM record, the calculator assumptions and result summary, calculation and rules versions, status, retention date, and limited access or change history.
Retirement Tax Studio is not intended to replace the firm's CRM or document system. Advisors should use initials or a household nickname rather than a full legal name and keep contact details and client records in the firm's approved system. Do not enter full names, email addresses, phone numbers, postal addresses, complete dates of birth, Social Security numbers, account numbers, login credentials, tax returns, health information, or confidential planning notes in a case label or CRM reference.
Workspace access is limited to authenticated members assigned to the advisor organization. Stored scenario queries are separated by organization, and access, updates, deletions, and scheduled retention deletion are recorded in a limited audit history. Firm agreements may establish different approved roles and retention periods.
Website inquiries
If you submit a request through Retire with Devin, we retain your name, email address, selected topic, consent to respond, submission source, and submission time in the site's private inquiry system. Your request is used to review and respond to that inquiry. An internal reply reminder may be created; no marketing email is automatically sent. The inquiry is not used to create an advisory or insurance relationship.
Do not submit account numbers, Social Security numbers, passwords, tax returns, health information, or confidential financial details. Inquiry records are scheduled for deletion 12 months after submission and may be deleted sooner upon a verified request, subject to applicable business, legal, or security requirements. We do not sell inquiry information.
Advisor product inquiries
Requests about Retirement Tax Studio for financial professionals are handled separately as business inquiries. We retain the professional contact and firm details, request, source, and permission to respond. Internal follow-up drafts are reviewed by a person before anything is sent. Advisor inquiries are scheduled for deletion 12 months after submission, subject to the same limited exceptions above.
Retention and choices
Advisor inquiry records are assigned a deletion date 12 months after submission. They may be deleted earlier on a verified request or retained longer only when an active business relationship, legal requirement, security need, or documented recordkeeping obligation requires it. Related follow-up tasks and notes are deleted with the inquiry. Limited access and deletion audit records do not copy the inquiry content.
Saved advisor scenarios are assigned the workspace retention period when created; the pilot default is 12 months. An authorized advisor can delete a scenario earlier. Scenario assumptions and results are removed when the record is deleted; a limited deletion audit entry may remain without copying those inputs or results.
You may ask us to correct or delete your inquiry information. You can also ask us not to contact you again.
Future integrations
The optional CRM reference is plain text and does not connect to or retrieve a CRM record. If CRM synchronization, analytics, payment processing, or other third-party integrations are introduced, this notice and the applicable firm agreement will be updated before those features are used. Separate consent, access controls, retention terms, vendor review, and incident-response responsibilities may be required.
Operator
Retirement Tax Studio is operated by Patel Investment Services, LLC. This notice describes the current public prototype and may be supplemented for a firm-specific deployment.