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Build tooling or a workflow to: (1) research rollover options (traditional IRA, Roth conversion, etc.), (2) analyze tax implications, (3) compare low-cost index fund allocations, (4) present recommendations for an old IBM 401k worth ~$49k.
Sean has an old IBM 401k worth ~$49k that needs a smart rollover/investment strategy. Build tooling or a workflow to: (1) research rollover options (traditional IRA, Roth conversion, etc.), (2) analyze tax implications, (3) compare low-cost index fund allocations, (4) present recommendations. Could tie into Quinn/finances channel for ongoing tracking.