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 Are You Prepared for an Estate Tax Sunset? The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold. Insight to a Maddening Employment Report Here’s why the August jobs report was particularly maddening. Timing Your Retirement This short video illustrates why knowing when to retire can be a crucial part of your strategy.