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 Four Steps to Valuing an Estate Determining the value of your estate, or for someone who has passed away, can be a complex undertaking. A Bucket Plan to Go with Your Bucket List A bucket plan can help you be better prepared for a comfortable retirement. What Is a Roth 401(k)? Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.