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 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." The Business Cycle Understanding the economy's cycles can help put current business conditions in better perspective. Timing Your Retirement This short video illustrates why knowing when to retire can be a crucial part of your strategy.