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 Contents Social Security: By the Numbers Here are five facts about Social Security that might surprise you. Retirement Income and the Traditional Portfolio Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets. Annuity Comparison This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.