Step by Step Tutorial for FIRST Backdoor Roth (Vanguard)

First Backdoor Roth (Vanguard)

Many tutorials will instruct you on how to perform a Backdoor Roth Conversion However, very few of them go through a step by step process for the very first time you ever set up a Backdoor Roth IRA.  I, unfortunately, ran into several snags because of this. 

After you have maxed out your employer 403B/401K for you and your spouse and any governmental 457s, a backdoor Roth should be your next step! Read more to find out how.