Welcome to Planned Investment Company, Inc.
Proudly celebrating 60 years as your Financial Services Partner.
Proudly celebrating 60 years as your Financial Services Partner.
Planned Investment Company Inc.
3950 Priority Way South Dr, Ste 100
Indianapolis,
IN
46240
Phone:
- (317) 575-8804 : (800) 735-0368
Fax:
- (317) 575-0480
E-mail:
Newsletters
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REITs, Rates, and Income
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
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New RMD Rules Give Retirement Savings More Time to Grow
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
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Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.