I just completed a Roth conversion with Vanguard a few mins ago. I called them, and they did it all on the phone. Very smooth. Only took about 15 mins including the documentation.
I had them do tax withholding and then move the tax amount from my taxable brokerage account in to the Roth as a indirected roll over. The guy I talked with knew exactly what to do.
I had them do tax withholding and then move the tax amount from my taxable brokerage account in to the Roth as a indirected roll over. The guy I talked with knew exactly what to do.
Statistics: Posted by footyman — Wed Dec 11, 2024 8:11 am — Replies 2 — Views 181