You are my HERO! What a great tutorial! Much Appreciated! Now subscribed and rated. A++
@abr7192
7 ай бұрын
Thanks again Jessica. I was able to submit my Roth conversion request by following the steps in your excellent video.
@jujubees711
2 жыл бұрын
Thank you for this video. You made it a lot easier than the last video I watched. He went through Buy and Sell. Done. I converted a portion of my IRA into my ROTH. I've been wanting to do this for years.
@uprisemoney
2 жыл бұрын
Awesome! I'm so glad it was helpful
@Tony-dx3eo
Жыл бұрын
Nice tutorial Jessica--planning on doing a Vanguard Roth conversion at the end of the year to top off a marginal tax bracket and this video will be extremely useful.
@uprisemoney
Жыл бұрын
Awesome! Hope it helps!
@yestohappiness2721
4 ай бұрын
So if I do a Roth conversion in vanguard they will transfer say the 20 shares of VXUS to same 20 shares of VXUS into the ROTH account? What I mean is that vanguard won’t first sell the shares in the traditional Ira, then move the cash to Roth IRA? Great tutorial, I will use it at end of year when I do my first Roth conversion ever ☺️
@ibenglish
7 ай бұрын
That’s a very good tutorial so thank you. I have a vanguard 401k and was planning on converting to a tax free traditional IRA upon retirement age 58. My tax bracket would be lowered at retirement and I was thinking of converting a set amount of that pre tax IRA to an after tax Roth IRA each year therefore staying under a lower tax bracket still. Does this sound feasible? 12% tax bracket> retirement benefit of 60k and 30k Roth conversion to after tax. Thank you
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