Rollover worksheet - Vanguard
Roth IRA (Be sure to tell your rollover specialist if this will be a Roth conversion—that is, you’ll be moving a traditional 401(k) or 403(b) to a Roth IRA.) Traditional IRA What you’ll need: • At least $1,000 to invest in a Vanguard Target Retirement Fund or Vanguard STAR® Fund. • At … ................
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