KateSmithPA Posted September 21, 2006 Share Posted September 21, 2006 I'm afraid this is a stupid question, but I will ask, anyway. When calculating a required minimum distribution, is the cash value of a life insurance policy which is part of the participant's account added to the investment balance for the calculation? Thank you. Kate Smith Link to comment Share on other sites More sharing options...
Belgarath Posted September 21, 2006 Share Posted September 21, 2006 No, it isn't a stupid question, and yes, you would include it. Appleby 1 Link to comment Share on other sites More sharing options...
WhatsESUP Posted March 14, 2017 Share Posted March 14, 2017 Great question! Is there any IRS publication or reference that I can use to confirm that the cash value should be included in the RMD calculation? Link to comment Share on other sites More sharing options...
Bird Posted March 14, 2017 Share Posted March 14, 2017 I think it's one of those questions that needs to be asked inversely: "Is there any IRS publication or reference that I can use to confirm that the cash value should NOT [my emphasis] be included in the RMD calculation?" The answer is "no." Can't think of any reason at all to exclude that. RatherBeGolfing, Bill Presson, Lou S. and 1 other 4 Ed Snyder Link to comment Share on other sites More sharing options...
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