‘This is a first-world problem': I can't roll over my $800,000 401(k) from my prior employer. What did I do wrong? [Yahoo! Finance]
Morgan Stanley (MS)
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Source: Yahoo! Finance
Dear Quentin, I have an issue that, while affecting only a small group of people, might illustrate broader concerns around required minimum distributions, rollovers and retirement planning. I am 72, turning 73 in July. I had planned to defer all RMDs from my IRAs and self-employed 401(k)s until next year, understanding I would then take two RMDs in 2027. I also hoped to avoid taking any RMDs from my current employer's 401(k), since I am still working full time and contributing to that plan. I have $800,000 in a 401(k) at Fidelity from a previous employer. My plan was to roll it into my current 401(k), which accepts rollovers, allowing me to defer RMDs on those funds until retirement. Most Read from MarketWatch If you're trying to avoid an IRS audit, leave these three things alone on your tax return Did Trump just pull a ‘TACO' on Iran? Why markets will remain volatile, even if investors see some relief from selling this week. ‘This is a first-world problem': I can't roll
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MS
Earnings
- 1/15/26 - Beat
MS
Sec Filings
- 3/24/26 - Form 424B2
- 3/24/26 - Form 424B2
- 3/24/26 - Form 424B2
- MS's page on the SEC website