How do I choose the best broker for executing a direct rollover of my employer sponsored 401k into a self directed IRA with alternative assets?
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Fan-out diagram
The searches the AI actually ran for this prompt.
SEED QUERY
How do I choose the best broker for executing a direct rollover of my employer sponsored 401k into a self directed IRA with alternative assets?
3 real searches · 1 real-search pass
IRS direct rollover 401(k) to traditional IRA tax withholding 20 percent trustee to trustee rollover rulesGoogle ↗
OBSERVEDReason
IRS self directed IRA prohibited transactions disqualified persons real estate personal useGoogle ↗
OBSERVEDYes / no
SEC investor alert self-directed IRAs fraud due diligence custodian does not evaluate investmentsGoogle ↗
OBSERVEDConsequence
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
IRS direct rollover 401(k) to traditional IRA tax withholding 20 percent trustee to trustee rollover rules Google ↗
IRS self directed IRA prohibited transactions disqualified persons real estate personal use Google ↗
SEC investor alert self-directed IRAs fraud due diligence custodian does not evaluate investments Google ↗
- Publication 590-B (2025), Distributions from Individual Retirement Arrangements (IRAs) · irs.gov
- Publication 590-A (2025), Contributions to Individual Retirement Arrangements (IRAs) · irs.gov
- Investor Alert: Self-Directed IRAs and the Risk of Fraud · investor.gov
- Rollovers of retirement plan and IRA distributions · irs.gov
- Topic no. 413, Rollovers from retirement plans · irs.gov
- Choosing the Right Person to Give You Investment Advice: Information for Investors in Retirement Plans and Individual Retirement Accounts · dol.gov
Queries
3 queries · click a column to sort
| Query / type | Search | Intent | Query class | Routing format | Cluster | Freq ↓ | Weight |
|---|---|---|---|---|---|---|---|
IRS direct rollover 401(k) to traditional IRA tax withholding 20 percent trustee to trustee rollover rules OBSERVED | Google ↗ AI Mode ↗ | — | Reason | — | — | 1x of 1 | |
IRS self directed IRA prohibited transactions disqualified persons real estate personal use OBSERVED | Google ↗ AI Mode ↗ | — | Yes / no | — | — | 1x of 1 | |
SEC investor alert self-directed IRAs fraud due diligence custodian does not evaluate investments OBSERVED | Google ↗ AI Mode ↗ | — | Consequence | — | — | 1x of 1 |