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 Will Power Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands. When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases. Saving for Retirement This calculator can help you estimate how much you may need to save for retirement.