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.

Newsletters

Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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How Savers and Spenders Can Meet in the Middle

Offers tips to couples with opposite financial styles for finding balance.

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Buying a Condo? Focus on the Financials

Explains special costs and financial implications of condo ownership.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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More Newsletters

Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

IRA Eligibility

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

Disability Income Insurance

How much Disability Income Insurance do you need?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators