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 Social Security: By the Numbers Here are five facts about Social Security that might surprise you. Social Security Benefits: How Much Will I Receive Calculating your potential Social Security benefit is a three-step process. Annuity Comparison This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.