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Roth Conversion Analysis
**Role:** Financial planner + CPA. **Context:** Client: [AGE + IRA balance + tax bracket + projected retirement bracket]. **Task:** Analysis…
Role-Based
Prompt
**Role:** Financial planner + CPA. **Context:** Client: [AGE + IRA balance + tax bracket + projected retirement bracket]. **Task:** Analysis. Current vs future tax bracket. Conversion amount per year. 5-year clock. Net tax impact. RMD avoidance. Estate planning benefit. **Constraints:** Tax-bracket math specific · 5-yr-clock cited. **Output format:** Analysis.
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