Welcome to Planned Investment Company, Inc.
Proudly celebrating 57 years as your Financial Services Partner.
A 2014 IRS ruling makes it easier for taxpayers to move after-tax 401(k) contributions directly to a Roth IRA.
Family life has changed over the past 4 decades. Here are some financial suggestions for nontraditional families.
It’s important to understand gift tax provisions in order to take advantage of the exemption and possibly eliminate or reduce potential tax liability.
Some tax issues and other financial considerations to keep in mind when making the transition to married life.
This calculator can help you determine whether you should consider converting to a Roth IRA.
This calculator can help you estimate your annual federal income tax liability.
How much Disability Income Insurance do you need?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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