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In a previous article, AR: Augmented... Retirement, we discussed the substitution of traditional investment assets with a participating whole life policy. In this article, we explore how to access the cash value in need of an emergency or general lifestyle funding.
With investors experiencing massive equity corrections and interest rates falling to rock bottom, an additional asset class, which may offer augmentation to your retirement plan, can be considered. In this article, we review a retirement strategy from two angles: standard and augmented.
Given the current environment, it is easy to lose sight of the future and focus only on the immediate and short-term. However, it is important that you review your current retirement strategy and uncover ways you can take advantage of the current market and government measures. This will help position you even stronger in your retirement planning journey.