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 Split Annuity Strategy Here's one strategy that combines two different annuities to generate income and rebuild principal. Understanding the Alternate Valuation Date Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date." Infographic: 2019 Taxes by the Numbers Here are the official tax numbers for 2019.