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experiments/claude_code_kimi2_6_enabled/reports/skills/task_group_008/fewshot/fewshot_attempt_02/SKILL.md

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# Skill: Roth Conversion RMD Analysis for Wealth Advisory

## Overview
Generate a structured JSON comparison of Roth conversion versus RMD baseline for a private-wealth advisory client. The procedure queries an advisory API, resolves conflicting multi-source records, projects taxes and balances through a planning-horizon year, and produces a recommendation.

## API Usage
1. Obtain the advisory API base URL from the environment (commonly exposed as `API_BASE` after the shared environment starts).
2. Query all relevant endpoints for the given `client_id`:
   - Client profile and demographics
   - Account holdings and custodian exports
   - Tax-policy constants (brackets, rates, thresholds)
   - RMD factors / uniform lifetime table
   - Any source documents, life-insurance records, or trust candidates
3. Conflicts are expected because records were imported from different systems. Keep every source value and its provenance tag for resolution.
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