top of page

4045 Edison Lakes Parkway
Mishawaka, IN 46545

E-mail:

Providing clients with superior, unbiased wealth management services. Talk With Us

Individual & Family Wealth

As a corporate fiduciary, Indiana Trust brings a level of technical expertise and understanding of wealth stewardship that comes from working with families over multiple generations. Our team of professionals has the experience needed to handle the complexities of multigenerational wealth management and can help design a comprehensive plan to keep your strategy on track, while growing and preserving wealth.

Business Retirement Plans

As an experienced employee retirement plan administrator, Indiana Trust specializes in assisting employers with qualified plan administration, to satisfy their fiduciary requirements, while assisting plan participants with the investment approach that's most appropriate to their needs.

Nonprofit Organizations & Foundations

Indiana Trust understands the unique environment in which charitable organizations, foundations and endowments operate, including investment committees and cash flow policies.

Get to Know Indiana Trust

Read more  
Grocery Games: Strategies to Help Stretch Your Food Budget

Provides tips for managing rising food prices through smart shopping.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Buying a Condo? Focus on the Financials

Explains special costs and financial implications of condo ownership.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Voluntourism: A Vacation That Makes a Difference

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

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Cost of Retirement

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

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.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

bottom of page