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 Content Ask a Financial Professional: Successful Entrepreneurs Learn more about business finance from Travis Scribner of WestPac. Taxable vs. Tax-Deferred Savings Use this calculator to compare the future value of investments with different tax consequences. Investing with Your Heart For some, the social impact of investing is just as important as the return, perhaps more important.