Intellectual Property Policy

All content, software, designs, calculators, scoring engines, report templates, and methodology that make up Blueprint Wealth AI™ and Tax-Free Wealth Blueprint AI™ (collectively, the “Platform”) are the exclusive property of Blueprint Wealth AI™ and are protected by U.S. and international copyright, trademark, and trade secret laws.

Trademarks

The following are trademarks of Blueprint Wealth AI™ and may not be used without prior written permission:

• Blueprint Wealth AI™
• Tax-Free Wealth Blueprint AI™
• Tax Bomb Risk Engine™
• Roth Optimization Engine™
• Household Conversion Blueprint™
• IRMAA Exposure Analyzer™
• RMD Projection Model™

Proprietary Methodology

The optimization logic, Roth conversion scoring, tax-bomb scoring, IRMAA tiers, presentation structure, and report layouts are proprietary trade secrets. They may not be copied, reverse engineered, recreated, or used to train any AI model or competing product.

Permitted Use

Authorized advisors may generate and deliver client-specific PDF reports produced by the Platform to their own clients, provided that all trademarks, copyright notices, and watermarks remain intact.

Reporting Infringement

To report unauthorized copying, redistribution, or other infringement, please contact us via the Contact page. See our DMCA Policy for the formal takedown process for copyrighted material.