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 Message Thank you! Oops! Related Content Net Unrealized Appreciation (NUA) Explained Have you considered the special tax treatment on company stock held in a 401(k) plan? Retiring the 4% Rule A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. What's My 2023 Tax Bracket? Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.