Roth IRA Investment Fees: Pay Personally or Deduct From the IRA Account?Estate, Trust & Wealth Preservation AlertJohn T. BannenRoth IRAs have a unique advantage under the Internal Revenue Code. They can be invested in what would ordinarily be taxable interest, dividends, or taxable capital gains, and pay no tax when the funds are distributed from the Roth account.... Read More10/04/17 – Presentation"Legal lssues of the Aging: Medicare, Hospice Care, Health Care Powers of Attorney and Advanced Directives for End-of-Life lssues"Quarles & Brady LLP Group Meeting By John T. Bannen 09/06/17 – Article"Keep Your IRA Healthy With an Annual Checkup"Quarles & Brady LLP Estate, Trust & Wealth Preservation Meeting By John T. Bannen 03/10/17 – Presentation"A Brief Overview of the U.S. Department of Labor’s Fiduciary Rule Regarding Investment of Retirement Assets"American College of Trusts and Estates Employee Benefits Committee By John T. Bannen 10/26/16 – NewsletterUnwelcome Long Term Care Expenses Could Be a Gold Mine of Income Tax DeductionsEstate, Trust, & Wealth Preservation Alert John T. Bannen 01/28/16 – NewsletterGetting Your Estate Organized: Thirty (or so) Documents You Should Have For Your Spouse, Your Power of Attorney, or Your ExecutorEstate, Trust, & Wealth Preservation Alert John T. Bannen 11/06/14 – NewsletterLongevity Annuities In Retirement Planning - A Gamble That Might Pay Off HandsomelyTrusts & Estates Law Alert John T. Bannen 10/22/14 – Newsletter"Annual Exclusion Gifts that Keep on Giving: Instead of Cash to a Child, How About a Deposit into a Roth IRA Account?"Trusts, Estates and Wealth Preservation Law Alert John T. Bannen 10/18/14 – Presentation"Minor Beneficiaries of IRAs and Qualified Plans: How Might the Uniform Transfers to Minors Act (UTMA) Be of Assistance"American College of Trusts and Estates Employee Benefits Committee By John T. Bannen 10/18/14 – Presentation"Final IRS Regulations for Qualifying Longevity Annuity Contracts (QLACs)"American College of Trusts and Estates Employee Benefits Committee By John T. Bannen 10/01/14 – Presentation"A Retirement Template Suitable for Baby Boomers and Others Who Will Retire Someday"Milwaukee Bar Association, Probate Practice and Procedure Section By John T. Bannen 08/01/14 – Article"The DSUE Coin Flip"Trusts & Estates By Kristin A. Occhetti, John T. Bannen 07/14/14 – NewsletterThe Conundrum of Long-Term Care InsuranceTrusts & Estates Law Alert John T. Bannen 05/20/14 – Presentation“IRA and Qualified Plan Issues and Trends in Estate Planning: The New Planning Frontier"Presentation for Northwestern Mutual Life National Advanced Estate Planning School By John T. Bannen 04/01/14 – Article“Estate Planning for S Corporations: Knowing where to put your feet when crossing the stream”Trusts & Estates magazine Co-author 01/17/14 – NewsletterRecent Changes in Estate Tax Laws May Allow Many Clients to Simplify Their Estate PlansEstate, Trust and Wealth Preservation Law Alert John T. Bannen 11/15/13 – Article“Baby Boomer Retirement Issues: What a Lawyer Should Know"34th Annual Estate Planning Update, State Bar of Wisconsin John T. Bannen 08/15/13 – NewsletterHow Healthy is Your Life Insurance Policy?Trusts & Estates Law Update John T. Bannen 10/01/12 – Article"Charitable Distribution Trusts to the Rescue"Trusts & Estates magazine John T. Bannen 07/24/12 – Presentation"Life Insurance Products and Planning for 2012: What is Hot and What is Not"Agent's Professional Designation Luncheon at the 2012 Annual Northwestern Mutual Life Agents' Convention John T. Bannen 07/01/12 – Article"Partial Tax-free Exchanges"Trusts & Estates magazine John T. Bannen, Kristin A. Occhetti 01/01/12 – Presentation"Fun Things You Can Do With the New IRS Life insurance and Annuity Partial Tax-Free Exchange Rules"American College of Trust and Estate Counsel annual meeting to the Committee on Employee Benefits in Estate Planning John T. Bannen 01/01/12 – Presentation"Using Charitable Distribution Trusts to Simplify IRA Charitable Contributions at Death"Partnership for Philanthropic Planning of Eastern Wisconsin John T. Bannen 01/01/12 – Presentation"Longevity Annuities Catch a Break; Exemption from Certain IRA Required Minimum Distribution Rules"American College of Trust and Estate Counsel annual meeting to the Committee on Employee Benefits in Estate Planning John T. Bannen 01/01/11 – Presentation"Why Would Anyone Invest Their IRA Assets in an IRA Annuity? A Discussion of Annuity Company Guarantees"2011 Midwinter Estate Planning Clinic John T. Bannen 01/01/11 – Presentation"What to Do When Your Irrevocable Life Insurance Trust No Longer Says What You Want it To"Quarles & Brady LLP Associate Training John T. Bannen 01/01/11 – Presentation"When I Was Young, I Thought I Would Live Forever, Now That I Am Old, I'm Afraid That I Will: A Discussion of Longevity Annuities and Their Place in Retirement Income Planning"American College of Trust and Estate Counsel Employee Benefit Committee Meeting John T. Bannen 11/01/09 – Article"Health Savings Accounts: The New Asset on the Estate Planners' Checklist"Probate & Property John T. Bannen, Kristin A. Occhetti 01/23/09 – NewsletterNew Tax ProvisionsTrusts & Estates Update John T. Bannen, Kristin A. Occhetti 01/01/08 – Presentation"Drafting Conduit Trust Language to Facilitate Inter-Generational IRA Transfers" Quarles & Brady Trust & Estate National Team Meeting John T. Bannen
John T. Bannen