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 Social Security: By the Numbers Here are five facts about Social Security that might surprise you. Immediate vs. Deferred Annuities Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities. Annuity Comparison This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.