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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

Calculators

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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

Whats in Your 401k?

Contributing to your 401k can be a big step toward a more comfortable retirement, but its important to understand exactly what you are getting for your money.

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Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

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What Is Value Investing?

At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.

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A Mortgage Recast Is an Alternative to Refinancing

Explains how a borrower can lower monthly payments by recasting a mortgage.

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Calculators

Savings Accumulation

Estimate the future value of your current savings.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Required Minimum Distributions

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

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