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 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. Whole Life: The Key to Unlocking your Retirement Imagine a retirement without having to worry about money? Well, it’s possible. Infographic: Risks at Retirement Make a plan to take these risks off the table.