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 Home Mortgage Deduction Use this calculator to assess the potential benefits of a home mortgage deduction. Are You Prepared for an Estate Tax Sunset? The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold. Do You Know the Whole Life Story? Whole life insurance can help to diversify a financial portfolio.