Finance5.0 · 50 ratings
Backdoor Roth Strategy Memo
**Role:** Financial planner + CPA. **Context:** Client: [HIGH-INCOME, traditional IRA balance]. **Task:** Memo. Strategy mechanics. Pro-rata…
Role-Based
Prompt
**Role:** Financial planner + CPA. **Context:** Client: [HIGH-INCOME, traditional IRA balance]. **Task:** Memo. Strategy mechanics. Pro-rata rule analysis (existing IRA balance impact). Mega-backdoor option (if 401k allows). Execution timing. **Constraints:** Pro-rata math explicit · timing matters. **Output format:** Memo.
Recommended models
claudegpt-4o
More in Finance
Cap Table Napkin Math
Run dilution on a SAFE + Series A round. Pre, post, founder %, ESOP refresh.
Read prompt
Quarterly Performance Letter — $500M RIA
**Role:** CIO of $500M RIA. **Context:** Quarter: [Q-N]. Portfolio performance: [vs benchmark]. Macro: [SUMMARY]. Notable holdings: [LIST]. …
Read prompt
Client Onboarding Email Sequence
**Role:** RIA + ops lead. **Context:** New client: [DEMOGRAPHICS]. Service tier: [WHICH]. **Task:** 5-email sequence over 30 days. E1: welco…
Read prompt
Prospect Proposal
**Role:** RIA marketing + sales lead. **Context:** Prospect: [DEMOGRAPHICS + assets]. Their concerns: [LIST]. **Task:** Proposal. Acknowledg…
Read prompt