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 A Taxing Story: Capital Gains and Losses Understanding how capital gains are taxed may help you refine your investment strategies. Leveraging Whole Life to Pass on Wealth Using whole life to transfer wealth when it comes to paying estate taxes How to Cut Your Expenses Living with confidence means living within your means. managers.