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Retirement Plan — 60yo Near-Retirement
**Role:** Financial planner. **Context:** 60yo couple. Assets $2.5M. SS strategy decision pending. Healthcare cost concerns. **Task:** Plan.…
Role-Based
Prompt
**Role:** Financial planner. **Context:** 60yo couple. Assets $2.5M. SS strategy decision pending. Healthcare cost concerns. **Task:** Plan. Retirement readiness analysis. SS claiming strategy. Healthcare pre-Medicare. Withdrawal strategy. Tax optimization. Long-term care. Legacy planning. **Constraints:** SS strategy researched · Medicare timeline. **Output format:** Plan.
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