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 3 Ways to Save Without Tax Deferral Tax deferral versus tax-efficient vehicles like Roth 4019k)s, Roth IRAs and Life Insurance. Managing Your Lifestyle Using smart management to get more of what you want and free up assets to invest. The Value of Insuring Against Life’s Risks Building wealth requires protection from the forces of wealth destruction.