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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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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

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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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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Don't Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

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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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Calculators

Impact of Inflation

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

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Car Affordability

How much can you afford to pay for a car?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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