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 Assess Life Insurance Needs How to help determine life insurance needs to provide for your family after you pass away. Success Strategies: Start planning Now Using Life Insurance as part of a potential business succession strategy What Is a 1035 Exchange? 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.