A Member of FINRA and SIPC. Founded in 1958 by George Steel, Jr.

   WELCOME TO PLANNED INVESTMENT COMPANY

            PROUDLY CELEBRATING 50 YEARS

                     "1958 ANNIVERSARY 2008"
Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Disability Income Insurance

How much Disability Income Insurance do you need?

More Calculators →

Newsletters

Retirement, Boomer Style

As the baby boomers leave the workforce for retirement, the nation is facing a shortage of workers to take their places. This demographic shift is expected to affect not only Social Security and Medicare, but the U.S. economy, as well.

More Reasons to Convert

Thanks to tax law changes, converting traditional IRA assets to a Roth IRA, or rolling over employer-sponsored retirement plans to a Roth, has become more attractive.

What Does the Dollar Do for You?

Which is preferable, a strong dollar or a weak one?

A Grand New Contribution

If you were waiting for the day when you could sock away some serious dough in your individual retirement account, the time has arrived.

More Newsletters →