Investments You’ve made investments your whole life. Work with us to help make the most of them. Share | Have A Question About This Topic? Name Email Address Question Thank you! Oops! Related Content Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics. A New Way to Look at Your Bucket List Bucket lists don’t have to be for tomorrow. Choices for Your 401(k) at a Former Employer Individuals have three basic choices with the 401(k) account they accrued at a previous employer.