Retiring the 4% Rule A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. Related Content Best-Performing Asset Classes Bonds may outperform stocks one year only to have stocks rebound the next. Investing with Your Heart For some, the social impact of investing is just as important as the return, perhaps more important. Immediate vs. Deferred Annuities Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.