How do I convert a Traditional IRA to a Roth IRA?

by | Aug 3, 2022 | Vanguard IRA | 6 comments

How do I convert a Traditional IRA to a Roth IRA?




Learn how to convert your traditional IRA to a Roth IRA online at: www.vanguard.com

This example is for illustrative purposes only and is not a recommendation to buy or sell a particular security.

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6 Comments

  1. Studio Fionte

    It says you can roll into an account you currently manage or open a new account, but then at the very end of the video it says "Please note you will need to have an open Roth IRA account to complete this process", which sounds contradictory. So, do I need to have a Roth IRA account already or can I open a new one during this process?

  2. AR

    This video is focused on a conversion where you don’t want to withhold for taxes. There is a specific vanguard form if you do elect to withhold for taxes using funds from the traditional IRA. Does the federal income tax withholding rate entered on the form need to be your marginal rate, or can I enter a higher percentage (e.g., % that equals a specific dollar amount I want to withhold in order to cover my year overall taxes amount I know I will owe)?

  3. Seb

    When I try to convert I get the following message "You've entered more shares than are currently settled and available to complete this transaction", help please! thx

  4. John Black

    A partial conversion (from Traditional IRA to Roth IRA) can be any amount (not subject to limits)?

  5. Bachar Samra

    Can I convert a rollover traditional IRA (rolled over from a prior employer 403b) to a roth IRA?

  6. Kenan

    When we can invest to Private equity Fund?

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