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.

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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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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More Newsletters

Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Cost of Retirement

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

More Calculators