What are the most recommended resources for figuring out whether to move my 401k to a rollover IRA or leave it with my old company?
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Fan-out diagram
The searches the AI actually ran for this prompt.
SEED QUERY
What are the most recommended resources for figuring out whether to move my 401k to a rollover IRA or leave it with my old company?
4 real searches · 1 real-search pass
401(k) rollover IRA leave money in former employer plan comparison IRS FINRA Department of Labor resourcesGoogle ↗
OBSERVEDComparison
IRS retirement plans FAQs rollovers 401k IRA 60 day direct rollover tax withholdingGoogle ↗
OBSERVEDReason
FINRA investor insights 401k rollover IRA fees protectionsGoogle ↗
OBSERVEDReason
Department of Labor choosing a retirement solution 401k rollover fiduciary investment adviceGoogle ↗
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 (4)
Classes come from the query-classifier (a local Laya model). 4 of 4 calls are low-confidence (under 50%) — hover a query in the table to see its confidence.
Searches and sources
ChatGPT4 real searches · gpt-6
401(k) rollover IRA leave money in former employer plan comparison IRS FINRA Department of Labor resources Google ↗
IRS retirement plans FAQs rollovers 401k IRA 60 day direct rollover tax withholding Google ↗
FINRA investor insights 401k rollover IRA fees protections Google ↗
Department of Labor choosing a retirement solution 401k rollover fiduciary investment advice Google ↗
- FINRA Investor Education · finra.org
- Find a fee-only financial advisor · napfa.org
- Find a CFP professional · letsmakeaplan.org
- Choosing the Right Person to Give You Investment Advice: Information for Investors in Retirement Plans and Individual Retirement Accounts · dol.gov
- New Fiduciary Advice Exemption: PTE 2020-02 Improving Investment Advice for Workers & Retirees Frequently Asked Questions · dol.gov
Queries
4 queries · click a column to sort
| Query / type | Search | Intent | Query class | Routing format | Cluster | Freq ↓ | Weight |
|---|---|---|---|---|---|---|---|
401(k) rollover IRA leave money in former employer plan comparison IRS FINRA Department of Labor resources OBSERVED | Google ↗ AI Mode ↗ | — | Comparison | — | — | 1x of 1 | |
IRS retirement plans FAQs rollovers 401k IRA 60 day direct rollover tax withholding OBSERVED | Google ↗ AI Mode ↗ | — | Reason | — | — | 1x of 1 | |
FINRA investor insights 401k rollover IRA fees protections OBSERVED | Google ↗ AI Mode ↗ | — | Reason | — | — | 1x of 1 | |
Department of Labor choosing a retirement solution 401k rollover fiduciary investment advice OBSERVED | Google ↗ AI Mode ↗ | — | Comparison | — | — | 1x of 1 |