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 Understanding the Alternate Valuation Date Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date." Catch-Up Contributions Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers. A Bucket Plan to Go with Your Bucket List Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.