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 Who Is Your Trusted Contact? This investment account question is vital and answered as early as possible. Should You Borrow from Your 401(k)? Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase? Capital Gains Tax When Selling Your Home If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.