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: