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Roth IRA Conversion Kit
Convert your traditional or SEP-IRA to a Vanguard® Roth IRA.
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Remove excess contributions, convert assets, or recharacterize contributions
Use this process to complete an excess contribution removal, recharacterization, Roth conversion, or to complete a corrective measure or mistake of fact for eligible accounts. Please allow 2-4 business days for processing after we receive your form.
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Roth Conversion Fact Sheet
Roth Conversion Fact Sheet
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