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 Making Your Tax Bracket Work Have you explored all your options when it comes to managing your taxable income? Planning Your Legacy Legacy or estate planning is part of good retirement planning. Here are a few things to consider when working on your plan. 3 Ways to Save Without Tax Deferral Tax deferral versus tax-efficient vehicles like Roth 4019k)s, Roth IRAs and Life Insurance.