Investment Strategies for Retirement 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 Comparing Investments This calculator compares the net gain of a taxable investment versus a tax-favored one. Rebalancing Your Portfolio Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical. 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.