Principles of Preserving Wealth The slideshow presentation that you would like to view is too large for your current screen resolution. Click here to view to view the slideshow at full resolution. Launch Presentation » Have A Question About This Topic? Name Email Address Question Thank you! Oops! Related Content The Pre-Retirement Checklist This checklist can give you a quick snapshot of how prepared you are. 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. Estimate Your RMD Help determine the required minimum distribution from an IRA or other qualified retirement plan.