Wealth Management Group Forum

A private forum to discuss implementation/operation of the IQD Wealth Management System and supporting wealth management tips & techniques.


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Forum Organization

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1Forum Organization Empty Forum Organization on Sat Apr 24, 2010 2:30 pm


The Forum is organized as a series of sub forums as follows:

Mission Statement

What are the objectives of the forum?

General Forum Information

Please check here for any new general information every time you enter the forum!

IQD Wealth Management System (Pre/Post RV)

The specifics of the IQD Wealth Management System which outlines Pre & Post RV planning strategies to assist you in building your own plan.

General IQD Currency Information

General information regarding the IQD currency (exchanging, reporting etc.)

Wealth Management Activities

Tips & Techniques to develop and implement a comprehensive Wealth Management Plan

Tax Planning

Considering the tax implications of individual or business decisions, with the goal of minimizing the tax liability. Tax planning is the #1 subject in any conversation about how to accomplish wealth management objectives.

Retirement Planning

In a financial context, this is the allocation of finances for retirement. This normally means the setting aside of money or other assets to obtain a steady income at retirement. The goal of retirement planning is to achieve financial independence, so that the need to be gainfully employed is optional rather than a necessity.

Charitable Planning

The donor-centered process of planning charitable gifts, whether current or future gifts, that meets philanthropic goals and balances personal, family and tax considerations.

Charitable Remainder Trust

A major wealth management vehicle which combines elements of tax planning, charitable planning, retirement planning, asset protection, asset management and estate planning.

Donor Assisted Funds & Private Foundations

Advanced Charitable Planning

Asset Protection

The process of organizing one's assets and affairs in advance to guard against risks to which the assets would otherwise be subject. Asset planning may be applied to protect every type of assets.

Asset Management

Prudent administration of investable assets aimed at achieving an optimum risk-reward ratio.

Cash Value Life Insurance

It's important to understand this asset class, as a good Wealth Management Plan will use it in various ways, because of it's tax free aspects and it's inherent asset protection strength.

Alternative Investments

An investment product other than traditional investments such as stocks, bonds, cash or property.

Estate Planning

The process of anticipating and arranging for the disposal of an estate. Estate planning typically attempts to eliminate uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses.

General Discussion

Questions, comments, thoughts etc. that do no really fit in any other category.


Pertinent articles & reference materials

Organizational Tools & Techniques

On & Offline tools and techniques to enhance your wealth management planning activities (i.e. secure email, calculators, checklists etc.)


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