Real ChatGPT answer · index seedBvzAyfwEbykcompleteFinance and banking · retirement accountscomparison
What are the current rules regarding in plan Roth rollovers for small business owners using a solo 401k structure versus a standard IRA?
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The searches the AI actually ran for this prompt.
SEED QUERY
What are the current rules regarding in plan Roth rollovers for small business owners using a solo 401k structure versus a standard IRA?
3 real searches · 1 real-search pass
2026 IRS rules in-plan Roth rollover solo 401(k) designated Roth account eligible rollover distribution SECURE 2.0Google ↗
OBSERVED
IRS Roth IRA conversion traditional IRA pro rata rule 2026 tax rulesGoogle ↗
OBSERVED
IRS 401(k) in-plan Roth rollover Notice 2010-84 eligible amounts vested plan distributionGoogle ↗
OBSERVED
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 3 queries…
Searches and sources
ChatGPT3 real searches · gpt-6
2026 IRS rules in-plan Roth rollover solo 401(k) designated Roth account eligible rollover distribution SECURE 2.0 Google ↗
IRS Roth IRA conversion traditional IRA pro rata rule 2026 tax rules Google ↗
IRS 401(k) in-plan Roth rollover Notice 2010-84 eligible amounts vested plan distribution Google ↗
- Retirement plans FAQs on designated Roth accounts · irs.gov
- Internal Revenue Bulletin: 2010-51 · irs.gov
- Retirement topics - Designated Roth account · irs.gov
- Instructions for Form 8606 (2025) · irs.gov
- Publication 590-A (2025), Contributions to Individual Retirement Arrangements (IRAs) · irs.gov
- Publication 560 (2025), Retirement Plans for Small Business · irs.gov
- Retirement plan and IRA required minimum distributions FAQs · irs.gov
- 2025 Publication 560 · irs.gov
- Internal Revenue Bulletin: 2026-06 · dejavu.org
Queries
3 queries · click a column to sort
| Query / type | Search | Intent | Query class | Routing format | Cluster | Freq ↓ | Weight |
|---|---|---|---|---|---|---|---|
2026 IRS rules in-plan Roth rollover solo 401(k) designated Roth account eligible rollover distribution SECURE 2.0 OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 | |
IRS Roth IRA conversion traditional IRA pro rata rule 2026 tax rules OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 | |
IRS 401(k) in-plan Roth rollover Notice 2010-84 eligible amounts vested plan distribution OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 |