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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How Long Should You Keep Financial Records?
The end of tax season might be a good time to organize financial records. Discover guidelines to help you decide what to keep and what to discard.
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Six Steps to Starting a New Business
Have you thought about starting your own business? Here’s an overview of some important first steps in the entrepreneurial process.
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Stretch IRA Alternatives
The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.