Retiring the 4% Rule A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. Related Content What Is a 1035 Exchange? 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability. And the Executor Is The right executor may help ensure the distribution of your assets is done with as little upheaval as possible. What Is the Dividend Yield? This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.