(503) 427-0912 jim@wilsonassociatesllc.com
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  • Weekly Market Commentary
  • Annuities: Why They Can Be a Smart Addition to Your Portfolio
  • Health Savings Accounts and the “Still-Working” Exception: Today’s Slott Report Mailbag
  • Don’t Miss This Rule That Allows Smaller RMDs
  • Three Basic IRA Rules that Must Be Understood
  • Weekly Market Commentary
  • Required Minimum Distributions and Inherited Roth IRAs: Today’s Slott Report Mailbag
  • 2026 Retirement Income Planning: A Practical Guide to Turning Savings Into Paychecks
  • You’ll Need to Report Certain IRA and Retirement Plan Distributions Differently on This Year’s Form 1040
  • Naming a Trust for a Minor as IRA Beneficiary
  • Weekly Market Commentary
  • Long-Term Care Planning in 2026: The “Quiet” Risk That Can Reshape a Retirement Plan
  • Roth IRA Distribution Rules and Rollovers of Required Minimum Distributions: Today’s Slott Report Mailbag
  • A Different Fix: Excess IRA vs. 401(k) Plan Contributions
  • How the Vesting Rules Work for Company Retirement Plans
  • Weekly Market Commentary
  • A Well-Rounded Financial Plan Starts With the Whole Picture
  • Eligible Designated Beneficiaries and Roth IRA Contributions: Today’s Slott Report Mailbag
  • Spousal IRA Contributions
  • Inherited Roth IRAs and Successor Beneficiaries

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