Retiring the 4% Rule A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. Share | Have A Question About This Topic? Name Email Address Question Thank you! Oops! Related Content Revising Estate Strategy Assumptions Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies. Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations? Can I Refinance My Mortgage? This calculator can help determine whether it makes sense to refinance your mortgage.