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 Message Thank you! Oops! Related Content What's New for Social Security? There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement. The Real Cost of a Vacation Home What if instead of buying that vacation home, you invested the money? What Is a 1035 Exchange? 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.