Real ChatGPT answer · index seed9Iq6GTpB2FocompleteFinance and banking · retirement accountscommercial
What are the current rules for rolling over an old traditional 401k from a previous job into a self-directed IRA without triggering a taxable event?
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The searches the AI actually ran for this prompt.
SEED QUERY
What are the current rules for rolling over an old traditional 401k from a previous job into a self-directed IRA without triggering a taxable event?
2 real searches · 1 real-search pass
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.
Classifying 2 queries…
Searches and sources
ChatGPT2 real searches · gpt-6
IRS rollover chart 401(k) to traditional IRA direct rollover 20% withholding 60 day rule 2026 Google ↗
IRS rollover of retirement plan and IRA distributions eligible rollover distributions RMD Roth after-tax basis 2026 Google ↗
- Rollovers of retirement plan and IRA distributions · irs.gov
- 401k Resource Guide Plan Participants General Distribution Rules · irs.gov
- Publication 575 (2025), Pension and Annuity Income · irs.gov
- Publication 590-A (2025), Contributions to Individual Retirement Arrangements (IRAs) · dejavu.org
- Instructions for Forms 1099-R and 5498 (2026) · irs.gov
- IR-2026-91: Treasury, IRS issue guidance on rollovers between retirement plans and individual retirement accounts · content.govdelivery.com
Queries
2 queries · click a column to sort
| Query / type | Search | Intent | Query class | Routing format | Cluster | Freq ↓ | Weight |
|---|---|---|---|---|---|---|---|
IRS rollover chart 401(k) to traditional IRA direct rollover 20% withholding 60 day rule 2026 OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 | |
IRS rollover of retirement plan and IRA distributions eligible rollover distributions RMD Roth after-tax basis 2026 OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 |