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  • Combining Retirement Accounts and Roth Conversions: Today’s Slott Report Mailbag
  • 7 Financial Mistakes That Can Derail Your Retirement — And How to Avoid Them
  • 529-to-Roth: Still No News on 15-Year Clock
  • Weekly Market Commentary
  • 401(k) Rollovers and Spousal Contributions: Today’s Slott Report Mailbag
  • Retirement Planning in 2026: Building Confidence for the Years Ahead
  • The “Required Beginning Date” vs. “First RMD Year” Confusion
  • New “Trump IRA” Is Fake News
  • Weekly Market Commentary
  • The Net Unrealized Appreciation Strategy and Qualified Charitable Distributions: Today’s Slott Report Mailbag
  • Understanding Fixed Indexed Annuities: Balancing Growth Potential and Protection
  • (no title)
  • A Cheat Sheet for Retirement Account Beneficiary RMDs
  • Weekly Market Commentary
  • Required Minimum Distributions and Inherited IRAs Prior to 2020: Today’s Slott Report Mailbag
  • Why Retirement Planning Should Start Earlier Than Most People Think
  • The Once-Per-Year Rollover Rule: Multiple Deposits vs. Multiple Distributions
  • The Simultaneous QCD/RMD Transaction
  • Backdoor Roth IRAs and Inherited IRAs: Today’s Slott Report Mailbag
  • Grandparents Should Be Very Careful Before Opening Trump Accounts

Address

Wilson & Associates, LLC

Oregon Address
3215 SW Tualatin-Sherwood Hwy,
Suite #200
Tualatin, OR 97062

Washington Address
Fawn Lake
20 Azalea Place SE
Shelton, WA 98584

Contact Information

Contact Number: (503) 427-0912

Fax Number: (503) 454-0676

jim@wilsonassociatesllc.com

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Updated 2026