batch_evaluate
Compare after-tax estate value, cumulative tax, or ending traditional balance across up to 500 retirement policy scenarios. Evaluate claim ages, Roth conversions, and withdrawal ordering to optimize your household plan.
Instructions
Educational decision-support only — not tax, legal, or financial advice. Do not prescribe securities actions. Evaluate many policies against the current household plan (search-friendly). Cap batches sensibly (~40 tool calls total in agent loops).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| policies | Yes | Typed policy params to sweep: claim_ages[], conversion_bracket/years, ordering | |
| objective | No |