re: Roth 401k

quote:

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Which national brokerages (if any) are you partial to? Fees and service experience?

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I am not really partial to any of them and use ones that are mostly out of my control.
401k is through Lincoln
Was in a SIMPLE IRA at Schwab and really enjoyed their service
HSA is at Lively which has TD Ameritrade on the investment side. No complaints- haven’t needed any of their service.
Wife’s 401k is at Hancock
Most of my stuff now is at UBS because my wife refuses to not have an FA involved because she thinks I’m an idiot.


Fees at both 401ks suck. But that’s as much or more the nature of a small 401k plan than reflective of the broker.
I basically haven’t had a need to interact with people other than closing my Schwab account and moving in/out UBS