I am comparing and trying to find any significant differences to recommend a brokerage, and there’s really few differences I am seeing.
Details: Slightly >$25k in the 401k, all traditional. Wants to convert to roth effective in 2017 tax year. Fidelity suggests instead of directly to a roth to do a conversion IRA and then convert that to roth. Might withdraw some or all for a home purchase in 2018.
Fidelity - $5 trades, no minimum or account fees
Vanguard - $7 trades, $20 yearly account fee if under $10k balance.
TDAmeritrade - $100 bonus for $25k rollover +90 days free trades
Scottrade/Merril/Ally bank - $100 bonus $25k deposits in new ira and/or free trades
I was first recommending fidelity, but maybe TD would be better for the $100 bonus?