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 Managing an Inheritance A windfall from a loved one can be both rewarding and complicated. Understanding the Alternate Valuation Date Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date." Consider Keeping Your Life Insurance When You Retire Reasons to retain your coverage into your retirement years.