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"

Estate Taxes

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

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

LTCI Cost of Waiting

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

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

More Calculators →

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.

HOT TOPIC: Government Intervenes in Credit Crisis

September was an unsettling month for the financial markets that Americans may not soon forget. Here's a look at what happened.

It's Not as Bad as You Think

Economic indicators, including GDP, are signaling continued growth, but consumer confidence is lower than it's been in years. Why do these figures seem to be moving in opposite directions?

The Consumer Price Index and You

Inflation is a long-term, sustained rise in the general level of prices, as measured by the Consumer Price Index (CPI).

More Newsletters →