Retiring the 4% Rule A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Self-Employed Retirement Plans Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP. Rebalancing Your Portfolio Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical. Understanding Equity Compensation Net Unrealized Appreciation and how it affects tax responsibilities.