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.
Library
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.)
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.
Library
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.)
