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

Savings Accumulation

Estimate the future value of your current savings.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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Newsletters

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.

Good Time to Keep Going

Inflation is rising. Home prices are falling. Oil and stock prices are volatile. Could this be a good time to ramp up your retirement savings? You might be surprised at the answer.

Estimate Your Estate

It is imperative to have an estate conservation strategy. Taking an inventory of your assets is a good place to start.

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.

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