What are the best practices for consolidating a multi broker portfolio holding legacy retirement assets from my previous sole proprietorship into my new LLC?
Download run
Fan-out diagram
The searches the AI actually ran for this prompt.
SEED QUERY
What are the best practices for consolidating a multi broker portfolio holding legacy retirement assets from my previous sole proprietorship into my new LLC?
3 real searches · 1 real-search pass
IRS retirement plans sole proprietor LLC successor employer one participant 401k plan change business structure rollover IRA SIMPLE two year ruleGoogle ↗
OBSERVED
IRS IRA trustee to trustee transfer rollover rules prohibited transactions LLC ownership IRAGoogle ↗
OBSERVED
IRS one participant 401k plan business changes sole proprietorship LLC plan sponsorGoogle ↗
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 retirement plans sole proprietor LLC successor employer one participant 401k plan change business structure rollover IRA SIMPLE two year rule Google ↗
IRS IRA trustee to trustee transfer rollover rules prohibited transactions LLC ownership IRA Google ↗
IRS one participant 401k plan business changes sole proprietorship LLC plan sponsor Google ↗
- One Participant 401k Plans · irs.gov
- Publication 560 (2025), Retirement Plans for Small Business · irs.gov
- Official website · fidelity.com
- Official website · schwab.com
- Official website · investor.vanguard.com
- Official website · interactivebrokers.com
- Transferring Your Brokerage Account · investor.gov
- Investor Bulletin: Transferring Your Investment Account · investor.gov
Queries
3 queries · click a column to sort
| Query / type | Search | Intent | Query class | Routing format | Cluster | Freq ↓ | Weight |
|---|---|---|---|---|---|---|---|
IRS retirement plans sole proprietor LLC successor employer one participant 401k plan change business structure rollover IRA SIMPLE two year rule OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 | |
IRS IRA trustee to trustee transfer rollover rules prohibited transactions LLC ownership IRA OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 | |
IRS one participant 401k plan business changes sole proprietorship LLC plan sponsor OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 |