Welcome to Planned Investment Company, Inc.
Proudly celebrating 60 years as your Financial Services Partner.
Proudly celebrating 60 years as your Financial Services Partner.
Proudly celebrating 60 years as your Financial Services Partner.
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Use this calculator to determine whether you qualify for the different types of IRAs.