retirement
CommunityPlan retirement with math, not guesswork.
Finance & Accounting#portfolio#risk-management#tax#monte-carlo#withdrawal#retirement#social-security
Authortmcga
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Retirement planning often hinges on uncertain outcomes and cognitive biases. This skill uses Monte Carlo simulations to quantify the probability of meeting spending goals, manage longevity risk, and optimize critical decisions like Social Security claiming, Roth conversions, and withdrawal sequencing.
Core Features & Use Cases
- Monte Carlo readiness assessments with probabilistic outcomes for the full retirement horizon
- Social Security optimization and coordinated claiming strategies for households
- Tax-efficient withdrawal sequencing across taxable, tax-deferred, and tax-free accounts
- Roth conversion ladders in low-income years to reduce long-term taxes
- Stress testing against inflation, health shocks, and market downturns
- Goals-based portfolio construction aligned to spending needs and legacy goals
Quick Start
Configure a client profile (ages, assets, spending, inflation, longevity) and run a baseline Monte Carlo retirement readiness assessment.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: retirement Download link: https://github.com/tmcga/alpha-stack/archive/main.zip#retirement Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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