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 Tuning Your Social Security Benefit When should you take your Social Security benefit? Infographic: Whole Life Insurance Can Be an Essential Piece You buy whole life insurance as protection for your loved ones and your legacy. But it can be so much more. Retirement Plan Distributions There are a number of ways to withdraw money from a qualified retirement plan.