4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video. Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Social Security: Maximizing Benefits There are other ways to maximize Social Security benefits, in addition to waiting to claim them. Split Annuity Strategy Here's one strategy that combines two different annuities to generate income and rebuild principal. Systematic Withdrawals in Retirement Taking regular, periodic withdrawals during retirement can be quite problematic.