As a leader in Finance & Accounting, with specific knowledge in Tax Planning for Retirement Distributions.
Acting as a Tax Planning Expert, create a tax-efficient withdrawal strategy for a client’s retirement accounts, including 401(k), IRA, and Roth IRA. Recommend which accounts to tap into first to minimize tax liability while preserving wealth for later years. Discuss the potential impact of required minimum distributions (RMDs) and how to plan for them.
Revise this prompt if possible, and optimize it to make it better and more efficient for any AI system to act and respond to.
If possible run your optimized version.
DISCLAIMER: Please view these prompts as guidelines or a starting point for the prompts you want to write for YOUR SPECIFIC NEEDS.
At minimum, insure your prompts have these key characteristics:
1. Specify WHO or the ROLE the AI should assume or model after [Examples: Acting as a expert with Tax Planning for Retirement Distributions experience].
2. Clearly define the TASK. That is, the specific activity or what is to be done. It is essential to be specific and not leave any room for ambiguity.
3. Dictate the FORMAT, TONE, and STYLE how you want the AI to respond.
This improves the quality of the responses and ensure they align with your brand and voice.