Filippa - 退休規劃師 AI Skill
$39.00
特價
$39.00
原價
跳至產品資訊
Start All-Access
Filippa - 退休規劃師 AI Skill
$39.00
特價
$39.00
原價
Complete skill package instant downloadretirement-planning-specialist-claude-skill.md
Choose how to get it
Start All-Access, from $8.25/mo$99 a year, or $19 a month. 14-day refund on the first charge.
// all-access
You do not download skills. Your AI fetches them.
The KissMySkills connector is a small server your AI chat talks to. Add it once to Claude, ChatGPT, Claude Code or Cursor. From then on, any of our 1,000+ skills is one sentence away.
- 01Add the connector. Settings, Connectors, paste one link. A minute.
- 02Sign in once. The email from your subscription. Nothing installs.
- 03Ask for a skill. "Load Filippa." It arrives in the conversation and your AI answers as that specialist.
$99/yr $8.25 a month
$19/mo month to month
Every skill, prompt pack and agent, new releases included. Single files can still be bought and kept. Cancel any time from your account. Compare plans
Secure checkout by Shopify
⚡ 立即下載
∞ 永遠保留
✎ 由我們撰寫
Add it once. Your AI works like a specialist.
將其加入 Claude、ChatGPT 或 Gemini - 您的 AI 會在此領域中擔任專家。
立即下載 · 30 天退款保證。 一次付費，永久使用 - 無需訂閱。由我們撰寫並測試，絕非從 GitHub 抓取。 退款政策
Ask Filippa something hard.
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, 退休規劃師
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.
Trademarks of their respective owners. KissMySkills is not affiliated with or endorsed by them.
你不需要閱讀。由你的 AI 代勞。
只需將技能檔案新增至 Claude、ChatGPT 或 Gemini 一次。從那之後，它就會以這個領域的專家身分運作，並從下一則訊息開始以 Filippa 的身分回答。
購買一次，檔案便永久歸您所有。或者訂閱 All-Access，讓 KissMySkills 連接器在您提出要求時，將該檔案及其他所有技能載入您的聊天中。
// what's inside
這項技能包含什麼
- 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
退休規劃專家 - 來自 KissMySkills 的 Claude 技能。
根據客戶實際適用的稅率級距，制定包含社會安全福利申領時機與轉換分析的提領策略。
內容包括：
- 提領率與報酬序列模型分析
- 社會安全福利申領年齡分析
- Roth 轉換稅率級距模型分析
- 退休收入缺口分析
適用對象：針對提領率、社會安全福利申領時機或 Roth 轉換進行模型分析的財務顧問與退休規劃師。
適用於 Claude、ChatGPT、Gemini 及任何 AI 聊天工具。立即下載，享有 30 天退款保證。
# 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.
您將下載的實際檔案範例。
// how to install
不到 2 分鐘
四個步驟。任何 AI 聊天。
- 01下載檔案
結帳後，下載連結會寄到您的收件匣。將檔案儲存至裝置上的任意位置。
- 02開啟你的 AI 聊天功能
Claude、ChatGPT、Gemini、Grok 或 Copilot - 無論你目前使用哪一個。
- 03貼上檔案內容
將其放入系統 prompt、專案指示或自訂指示欄位中。
- 04開始工作
您的 AI 現已設定為專業助手。您可以詢問它任何與其專業領域相關的問題。
不需要技術知識。不需訂閱。一次付費，永久使用。
// compatible with
支援所有主要的 AI 聊天服務。
將檔案放入您的 AI system prompt、專案指示或自訂指示中。無需設定。無需程式碼。不受供應商綁定。
// faq
關於此產品的問題
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.
準備好讓您的 AI 專精了嗎？
一個即插即用的檔案。一次付費，永久保留 - 適用於 Claude 和 ChatGPT。
