How to Complete a Roth Conversion at Vanguard

Lots of investors are converting Traditional IRAs to Roth IRAs at this time of year. If it’s right for you, a Roth IRA can help provide tax-free income in retirement or help you maximize your estate for your heirs.

If you’re a Vanguard client ready to take the plunge, you may be having trouble navigating their site. Click here for a step-by-step tutorial to get you though it.

Or – you may find watching the video a bit easier:

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