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 Are You Prepared for an Estate Tax Sunset? The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold. A Brief History of Estate Taxes Federal estate taxes have long since been a lucrative source of funding for the federal government. Infographic: Risks at Retirement Make a plan to take these risks off the table.