Nexgile
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Online: 3K+ Agents Active
AI Agent Intelligent Retirement Application Processing System Active

Financial Wellness Agent

Coordinates Social Security integration with pension bridge strategy, analyzes Medicare eligibility gaps and bridge coverage options (COBRA/ACA), verifies SECURE 2.0 catch-up provisions and RMD schedules, calculates tax-efficient withdrawal strategies, and estimates IRMAA surcharge risk.

View Core Logic Back to Worker
Parent Worker Intelligent Retirement Application Processing System
Agent ID
financial_wellness
Portal Nexgile-AgentiCare Hub Taft-Hartley Benefits Administration Portal
Sector Multi-Employer Trust Fund Administration & Benefits Management
Status
Operational

Problem Statement

The challenge addressed

Retirement planning requires coordinating pension benefits with Social Security, Medicare eligibility gaps, tax optimization, and SECURE 2.0 provisions.

Core Logic

How the agent solves it

Coordinates Social Security integration with pension bridge strategy, analyzes Medicare eligibility gaps and bridge coverage options (COBRA/ACA), verifies SECURE 2.0 catch-up provisions and RMD schedu...

System Navigation

Explore related components

Portal

Nexgile-AgentiCare Hub Taft-Hartley Benefits Administration Portal

Digital Worker

Intelligent Retirement Application Processing System

Current Agent

Financial Wellness Agent

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