get_retirement_strategy
Access detailed information on tax-advantaged retirement strategies including Backdoor Roth, Roth Conversion Ladder, and Tax Loss Harvesting for US taxpayers.
Instructions
Get detailed info on tax-advantaged retirement strategies like Backdoor Roth, Mega Backdoor Roth, Roth Conversion Ladder, Tax Loss/Gain Harvesting.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| strategyId | No | Strategy ID (e.g., 'backdoor_roth', 'mega_backdoor_roth', 'roth_conversion_ladder', 'tax_loss_harvesting', 'tax_gain_harvesting'). Leave empty for all |