Who provides the best financial planning advice for deciding whether to cash out RSUs or draw from an IRA when facing unexpected unemployment with a baby on the way?
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Fan-out diagram
The searches the AI actually ran for this prompt.
SEED QUERY
Who provides the best financial planning advice for deciding whether to cash out RSUs or draw from an IRA when facing unexpected unemployment with a baby on the way?
3 real searches · 1 real-search pass
CFP Board find a CFP professional fiduciary financial planning equity compensation unemployment RSU IRA withdrawalGoogle ↗
OBSERVEDComparison
IRS restricted stock units tax basis vesting sale IRA early distribution tax exceptions officialGoogle ↗
OBSERVEDReason
NAPFA find fee-only financial advisor fiduciary financial planningGoogle ↗
OBSERVEDComparison
Badge and edge weight = share of passes that produced the query. Hover a query for its intent and routing format.
Query classes
Google's semantic query class for every sub-query: what kind of answer each search is after, simulated vs real.
ChatGPT real searches (3)
Classes come from the query-classifier (a local Laya model). 3 of 3 calls are low-confidence (under 50%) — hover a query in the table to see its confidence.
Searches and sources
ChatGPT3 real searches · gpt-6
CFP Board find a CFP professional fiduciary financial planning equity compensation unemployment RSU IRA withdrawal Google ↗
IRS restricted stock units tax basis vesting sale IRA early distribution tax exceptions official Google ↗
NAPFA find fee-only financial advisor fiduciary financial planning Google ↗
- How to Find a Financial Advisor · napfa.org
- NAPFA-Fiduciary · napfa.org
- Find a Garrett planner · garrettplanningnetwork.com
- Publication 590-B (2025), Distributions from Individual Retirement Arrangements (IRAs) · irs.gov
- Publication 590-B (2025), Distributions from Individual Retirement Arrangements (IRAs) · irs.gov
Queries
3 queries · click a column to sort
| Query / type | Search | Intent | Query class | Routing format | Cluster | Freq ↓ | Weight |
|---|---|---|---|---|---|---|---|
CFP Board find a CFP professional fiduciary financial planning equity compensation unemployment RSU IRA withdrawal OBSERVED | Google ↗ AI Mode ↗ | — | Comparison | — | — | 1x of 1 | |
IRS restricted stock units tax basis vesting sale IRA early distribution tax exceptions official OBSERVED | Google ↗ AI Mode ↗ | — | Reason | — | — | 1x of 1 | |
NAPFA find fee-only financial advisor fiduciary financial planning OBSERVED | Google ↗ AI Mode ↗ | — | Comparison | — | — | 1x of 1 |