Retiring the 4% Rule A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. Share | Related Content Perception vs. Reality There’s an alarming difference between perception and reality for current and future retirees. Is a SEP-IRA Right for Your Business? For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration. Investment Strategies for Retirement Investment tools and strategies that can enable you to pursue your retirement goals.