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 Test Your Estate Strategy Knowledge Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues. Annuity Comparison This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year. Estate Management Checklist Is your estate in order? This short quiz may help you assess your overall strategy.