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Thorson Tax & Financial, LLC

110 N. Grand Avenue, Ste 212
Sun Prairie, WI 53590

Phone:

608-345-5320

Fax:

608-318-6950

E-mail:

rickb@thurstonspringer.com

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Contact Us

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Welcome to Thorson Tax & Financial, LLC

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We at Thorson Tax & Financial want to help you develop a clear understanding of your taxes and investments. We want you to feel knowledgeable and confident about them.

When you have experiences such as a marriage, divorce, birth of a child, job change, inheritance, a major purchase, starting your own business, acquisition of rental properties, health issues, a desire to retire, and many others, they impact your taxes and investments. Do you have someone to help you understand the tax & financial impact? We want to develop a relationship with you and be that resource.

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Newsletters

Index Funds: Traditional and Not-So-Traditional

While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.

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A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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Home Energy Rebates Could Save You Money

Explains provisions allowing rebates for home energy efficiency and electrification projects.

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Could an HSA Strengthen Your Retirement Strategy?

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

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Calculators

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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.

Car Affordability

How much can you afford to pay for a car?

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