Retiring the 4% Rule A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. Have A Question About This Topic? Name Email Address Question Thank you! Oops! Related Content Is a SEP-IRA Right for Your Business? For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration. Assess Life Insurance Needs How to help determine life insurance needs to provide for your family after you pass away. Retirement Questions That Have Nothing to Do With Money Things to consider before retirement.