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experiments/claude_code_kimi2_6_enabled/reports/skills/task_group_008/self/self_attempt_03/SKILL.md

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# Roth Conversion RMD Analysis Skill

## 1. Task Overview

This task produces a structured JSON analysis evaluating whether a Roth conversion strategy is appropriate for a given client. The analysis covers:
- Conversion plan (timing, amounts, tax cost)
- RMD projections (baseline vs. conversion scenarios)
- Legacy/estate outcomes
- Source resolution (which data sources govern)
- Recommendation (suitability, risk flags, primary action)

**Output format:** Strict JSON conforming to the provided `answer_template.json` schema. The top-level object must contain exactly: `task_id`, `client_id`, `analysis_type`, `recommendation`, `conversion_plan`, `rmd_projection`, `legacy_projection`, `source_resolution`.

**Important:** Numbers must be JSON numbers (not strings). USD amounts are rounded to cents (2 decimal places). Dates use ISO format where requested.