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. Estate Management Checklist Is your estate in order? This short quiz may help you assess your overall strategy. Medicare Advantage 101 Overview of Medicare Advantage, what’s in them, special rules, and more.