My Edward Jones advisor is charging me a one point five percent fee and I need to know today if I can transfer my traditional IRA to Vanguard without triggering a massive tax bill.
Download run
Fan-out diagram
The searches the AI actually ran for this prompt.
SEED QUERY
My Edward Jones advisor is charging me a one point five percent fee and I need to know today if I can transfer my traditional IRA to Vanguard without triggering a massive tax bill.
3 real searches · 1 real-search pass
IRS IRA trustee-to-trustee transfer traditional IRA not taxable 2026 direct transferGoogle ↗
OBSERVED
Vanguard transfer IRA from another financial institution trustee to trustee transfer fees investments in kindGoogle ↗
OBSERVED
Edward Jones IRA account transfer termination fee advisory fee 1.5 percentGoogle ↗
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
IRS IRA trustee-to-trustee transfer traditional IRA not taxable 2026 direct transfer Google ↗
Vanguard transfer IRA from another financial institution trustee to trustee transfer fees investments in kind Google ↗
Edward Jones IRA account transfer termination fee advisory fee 1.5 percent Google ↗
- Vanguard account transfer page · investor.vanguard.com
- Publication 590-A (2025), Contributions to Individual Retirement Arrangements (IRAs) · irs.gov
- Common Retirement Account Questions · edwardjones.com
- Schedule of Fees for Individual Retirement Accounts · edwardjones.com
- Account Transfer: Move Your Assets to Vanguard · investor.vanguard.com
Queries
3 queries · click a column to sort
| Query / type | Search | Intent | Query class | Routing format | Cluster | Freq ↓ | Weight |
|---|---|---|---|---|---|---|---|
IRS IRA trustee-to-trustee transfer traditional IRA not taxable 2026 direct transfer OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 | |
Vanguard transfer IRA from another financial institution trustee to trustee transfer fees investments in kind OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 | |
Edward Jones IRA account transfer termination fee advisory fee 1.5 percent OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 |