Once a week it assembles a one-page discussion picture for households without a W-2 — the share page names ages around 55–80 — covering income, estimated MAGI, IRMAA cliffs, RMD timing and related items the author listed. It is not a preparer: the share page says it never files, never pays, never converts and never trades.
What it does
Once a week it assembles a one-page discussion picture for households without a W-2 — the share page names ages around 55–80 — covering income, estimated MAGI, IRMAA cliffs, RMD timing and related items the author listed. It is not a preparer: the share page says it never files, never pays, never converts and never trades. It runs on a schedule rather than waiting to be asked.
Before you install
Not tax, legal or investment advice. Treat the brief as a discussion aid and confirm numbers with a qualified professional before acting. Open the share link and read the instructions it carries before you add it. @RGarrick2 shared this one publicly, and adding it copies the setup into your own account rather than giving you access to theirs.
Source
Public share: https://x.ai/bot/KxgpoMk2AH230cNwYUCcU. Announced by @RGarrick2 at https://x.com/RGarrick2/status/2101129085149696420.
This bot was packaged and shared publicly by its author. Installing a shared bot means running someone else's instructions: review what it does, and revoke access if it oversteps. The install link is an official x.ai link — Grok Bot always shows you what will be added before confirming.