We have old retirement accounts scattered across three different brokerages from our previous jobs, and I need a step-by-step guide on how to consolidate everything into Merrill Edge for our household.
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The searches the AI actually ran for this prompt.
SEED QUERY
We have old retirement accounts scattered across three different brokerages from our previous jobs, and I need a step-by-step guide on how to consolidate everything into Merrill Edge for our household.
2 real searches · 1 real-search pass
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 2 queries…
Searches and sources
ChatGPT2 real searches · gpt-6
Merrill Edge rollover IRA transfer former employer 401k direct rollover official Merrill Google ↗
IRS retirement plans rollovers 401k IRA 60 day direct rollover tax withholding official Google ↗
- Merrill Edge Rollover IRA · merrilledge.com
- Rollovers of retirement plan and IRA distributions · irs.gov
- Topic no. 413, Rollovers from retirement plans · irs.gov
- Merrill Help & Support: Customer Service Resources & FAQs · merrilledge.com
- merrilledge.com · merrilledge.com
- Rollover IRAs: Rollover a 401(k) Account to an IRA · ml.com
- 401k Resource Guide Plan Participants General Distribution Rules · irs.gov
Queries
2 queries · click a column to sort
| Query / type | Search | Intent | Query class | Routing format | Cluster | Freq ↓ | Weight |
|---|---|---|---|---|---|---|---|
Merrill Edge rollover IRA transfer former employer 401k direct rollover official Merrill OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 | |
IRS retirement plans rollovers 401k IRA 60 day direct rollover tax withholding official OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 |