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4045 Edison Lakes Parkway
Mishawaka, IN 46545

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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

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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How Has SECURE 2.0 Affected 401(k) Plans?

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Impact of Inflation

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

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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.

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