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 Mortgages in Retirement Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article. Annuity Comparison This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year. Tax Efficiency in Retirement What role would taxes play in your investment decisions?