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reflect-3_attempt_03

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experiments/codex_gpt5_5_xhigh/reports/skills/task_group_008/reflect-3/reflect-3_attempt_03/SKILL.md

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# Reflect-3 Advisory Planning SOP

Use this skill for structured private-wealth advisory tasks that ask for Roth/RMD projections, ILIT Crummey funding, GRAT/CRAT comparisons, or combined estate-liquidity action plans.

## Workflow

1. Read the staged prompt, request memo, and answer template first. The template is the contract: return exactly one JSON object, use the enum strings verbatim, and emit numbers as JSON numbers rounded to cents.
2. Query only the task-provided advisory API records needed for the requested output: client profile, source documents, retirement accounts, life insurance, trust candidates, tax policy, and RMD factors.
3. Resolve conflicts before calculating. Do not average conflicting facts.
4. Build the JSON from the template fields, not from prose labels. Sort any `action_set` alphabetically.

## Source Resolution

- Use `SIGNED_PROFILE` for current household facts: age, planning year, filing status, marital status, non-IRA income, marginal rate, beneficiary count, estate value, liquid assets, and repeated profile goals when it is the latest signed source.
- Use `CUSTODIAN_EXPORT` for retirement account balances, expected return, Roth/traditional split, RMD start age, and recommended conversion years.
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