I'm 100% In Fidelity, due my 401K. Now retire early, and I want to convert to a rollover IRA and begin Roth conversions (proven in).
Question: as I consider 'real' investment choices outside of the 401K, looking at others portfolios I see a mix of several brokerage options (Vanguard + Fidelity + Schwab). Do people really do this, have three accounts?
Myself, I want to keep it simple with low load index funds. Lots of discussion with Vanguard, but Fidelity has similar offerings.
Idea is a 5-fund portfolio: 60% equities (S&P 500, global, and dividend growth), and 40% bonds fund & 2 years living in a cash fund)
So is there anything wrong staying within the familiar Fidelity sphere? Seems to me that having your portfolio in one view the simplest to manage, take monthly withdrawals, ect.