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experiments/claude_code_kimi2_6_enabled/reports/skills/task_group_008/self/self_attempt_02/SKILL.md

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# Roth Conversion RMD Analysis Skill

## Task Overview
Given a client profile with conflicting data sources, produce a JSON analysis recommending whether to execute a staged Roth conversion, defer, or take no conversion action. The analysis must resolve source conflicts, project RMD taxes, and estimate legacy balances.

## Input Structure
Each task contains:
- `prompt.txt` — generic instruction to read `request_memo.md` and produce deliverable
- `payloads/request_memo.md` — client profile, conflicting sources, goals, and specific questions
- `payloads/answer_template.json` — exact schema and enum values for the output

## Source Resolution Rules
The output requires `source_resolution` with two fields:
- `controlling_profile_source`: authoritative source for demographic/legal data (DOB, salary, heir info, tax profile)
- `controlling_account_source`: authoritative source for account balances
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