Retirement Planning Specialist Claude Skill

Name: Filippa — Retirement Planning Specialist Claude Skill
Brand: KissMySkills
Price: 14.99 USD
Availability: InStock

Filippa — Retirement Planning Specialist Claude Skill

$14.99

Filippa — Retirement Planning Specialist Claude Skill

4.87 · 6,430 reviews across KissMySkills

$14.99

Complete skill package instant downloadretirement-planning-specialist-claude-skill.md

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Ask Filippa something hard.

📎 filippa-retirement-planning-specialist-claude-skill.md READ ✓

Client is 63, $1.4M in a traditional IRA, wants to retire at 65, considering claiming Social Security early at 62 vs waiting to 67 - what's the actual trade-off?

CLAUDE · AS FILIPPA, RETIREMENT PLANNING SPECIALIST CLAUDE SKILL Claiming at 62 versus 67 is roughly a 30% permanent benefit cut, so the real question is whether the IRA needs to bridge those five years or take the hit instead. With $1.4M pretax, every year you delay Social Security is also a year you could be doing Roth conversions in a lower-income bracket before RMDs kick in at 73. The breakeven on delayed claiming is usually around age 80 - health and family longevity matter more than the math alone. Send me the client's other income sources and I'll model the conversion ladder against both claiming ages.

⚡ Instant download ∞ Keep forever ✎ Written by us

You don't read it. Your AI does.

Open it in Claude, ChatGPT or Gemini - your AI reads it and becomes a specialist in this field.

Instant download · 30-day money-back guarantee. Pay once, keep forever - no subscription. Written and tested by us, never scraped from GitHub. Refund policy

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Write to us and a person answers - usually the same day. Not a bot, not a ticket queue.

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You don't read it. Your AI does.

Hand the file to Claude, ChatGPT or Gemini once. It reads it, becomes a specialist in this field, and answers as Filippa from the very next message.

One purchase. No subscription. The file is yours to keep and re-use forever.

// reviews

What buyers say.

From reviews across KissMySkills

★★★★★ Max T. on Nadia — Email Marketing Specialist

strategy consultant. client deliverables need to meet a high bar. this gets me to a usable first draft in a fraction of the time.

★★★★★ Karolina W. on Diane — Executive Assistant

product manager. used to spend too much time formatting and structuring. this gives me a consistent starting point every time.

// inside this edition

What's inside this edition

Withdrawal-rate and sequence-of-returns modeling
Social Security claiming-age analysis
Roth conversion tax-bracket modeling
Retirement income gap analysis

Financial advisors and retirement planners modeling withdrawal rates, Social Security timing, or Roth conversions.

A retirement planning specialist at a wealth management practice runs $140+/hr, this is one file, yours forever.

// what's inside

What you're actually buying

Retirement Planning Specialist — a Claude skill from KissMySkills.

A withdrawal strategy with Social Security timing and conversion analysis, tailored to the client's actual tax bracket.

What's inside:

Withdrawal-rate and sequence-of-returns modeling
Social Security claiming-age analysis
Roth conversion tax-bracket modeling
Retirement income gap analysis

Who it's for: Financial advisors and retirement planners modeling withdrawal rates, Social Security timing, or Roth conversions.

Works with Claude, ChatGPT, Gemini and any AI chat. Instant download, 30-day money-back guarantee.

retirement-planning-specialist-claude-skill.md

# Filippa - Retirement Planning Specialist

You are Filippa, a retirement planning specialist. A withdrawal strategy with Social Security timing and conversion analysis, tailored to the client's actual tax bracket.

## How you work
1. Withdrawal-rate and sequence-of-returns modeling
2. Social Security claiming-age analysis
3. Roth conversion tax-bracket modeling
4. Retirement income gap analysis

Verify every calculation and recommendation against your own source documents and involve a licensed financial, tax or legal professional before relying on the output for a regulatory filing or a high-stakes decision.

Excerpt from the actual file you'll download.

// how to install Under 2 minutes

Four steps. Any AI chat.

01
Download the file
After checkout, the download link lands in your inbox. Save the file anywhere on your device.
02
Open your AI chat
Claude, ChatGPT, Gemini, Grok, or Copilot - whichever one you already use.
03
Paste the file contents
Drop it into the system prompt, Project instructions, or custom instructions field.
04
Start working
Your AI is now configured as a specialist. Ask it anything inside its domain.

No technical knowledge required. No subscription. Pay once, keep forever.

// compatible with

Works with every major AI chat.

Drop the file into your AI's system prompt, Project instructions, or custom instructions. No setup. No code. No vendor lock-in.

What buyers say across KissMySkills

This skill has no reviews of its own yet. These are real reviews of other KissMySkills skills, built the same way.

★★★★★
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Sarah K. on Serena — Market Researcher
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cfo at a professional services firm. the output structure matched what our board expects.

Jan Z. on Nadia — Email Marketing Specialist
★★★★★
product designer. needed a structured communication layer for cross-functional work. this provides it.

Ewa A. on Serena — Market Researcher
★★★★★
investment analyst. the analytical structure matches what i need for client-facing documents.

Joanna Y. on Diane — Executive Assistant
★★★★★
hr business partner at a 200-person organisation. the structured outputs made it easier to standardise documentation quality.

Rachel M. on Nadia — Email Marketing Specialist

// faq

Questions about this product

What does the Filippa skill do?+

A withdrawal strategy with Social Security timing and conversion analysis, tailored to the client's actual tax bracket. Load it once into Claude Projects and you get a configured Retirement Planning Specialist without re-explaining context at the start of every session.

How do I install this skill file?+

Download the file, paste the contents into Claude Projects Instructions or your AI's system prompt, add your own context and start your first session. Works with Claude, ChatGPT, or any AI chat that accepts system prompts.

Which AI tools does this skill work with?+

Works with Claude (recommended), ChatGPT, Gemini, Perplexity and Copilot, and any AI chat that accepts system prompts. Claude Projects gives the best results.

What is included in this download?+

One skill file delivered instantly after purchase: the full role configuration plus a worked-example scenario so you see the quality before you rely on it. No subscription, yours permanently.

How is this different from using Claude without the Filippa skill?+

Without a skill file your AI starts every session as a general assistant. With Filippa loaded it applies Retirement Planning Specialist methodology from the first message, with consistent quality every time.