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 Important Birthdays Over 50 Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income. A Brief History of Estate Taxes Federal estate taxes have long since been a lucrative source of funding for the federal government. The Pre-Retirement Checklist This checklist can give you a quick snapshot of how prepared you are.