Next Best Action
by zocks-communicationsa3e445c13966No licenseListed Oct 8, 2026Updated Oct 8, 2026
Deep single-household analysis naming the one highest-value next action and proving why — unused tax space, a closing Roth conversion window, RMD and IRMAA sequencing, Social Security and survivor math, irreversible pension elections, tax drag, protection and estate gaps. Never the advisor's own open tasks read back. Shows the runner-ups it rejected and names who outside the firm has to act. Use whenever the user asks what to do for a client, the best move, the biggest opportunity, what they are missing with someone, or wants a household's situation analysed. For a household's full tax picture, tax-opportunity-scan is the skill. Requires Zocks MCP — will not run from transcripts, uploads, or any other source.
- a3e445c13966Currentcommit a3e445cPublished Oct 8, 2026
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