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 Diversification, Patience, and Consistency Three important factors when it comes to your financial life. When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases. A Bucket Plan to Go with Your Bucket List Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.