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:

chrisrohn@plannedinvest.com

Contact Us

Please feel free to contact us with any questions.

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Welcome to Planned Investment Company, Inc.

Proudly celebrating 60 years as your Financial Services Partner.

Newsletters

Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Voluntourism: A Vacation That Makes a Difference

Describes benefits of volunteer travel for personal growth and giving back.

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HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

Analyzes the Fed's trade-offs between employment and inflation concerns.

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How Has SECURE 2.0 Affected 401(k) Plans?

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Disability Income Insurance

How much Disability Income Insurance do you need?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

More Calculators