Author Topic: Back Door Roth Ira through vanguard  (Read 957 times)

Monoposto

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Back Door Roth Ira through vanguard
« on: May 19, 2020, 12:54:53 PM »
I just rolled over an old 401k to vanguard. 

Now I need to do the back door roth conversion.  Is there anything special I need to do, or is it as simple as vanguard rolling my new ira into my existing roth ira account?

terran

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Re: Back Door Roth Ira through vanguard
« Reply #1 on: May 19, 2020, 01:01:46 PM »
Here are a couple of guides to doing the backdoor Roth at Vanguard that should answer any questions you could possibly have. The first one seems a little more complete for completing the process at Vanguard, and the second seems a little more complete for filling out the tax forms when the time comes: https://www.physicianonfire.com/backdoor/ and https://www.whitecoatinvestor.com/backdoor-roth-ira-tutorial/