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? Address Thank you! Oops! Related Contents Rightsizing for Retirement What does your home really cost? When Should You Take Social Security Monthly Social Security payments differ substantially depending on when you start receiving benefits. Annuity Comparison This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.