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  • Could Your Financial Plan Handle a Bad Month?
  • Qualified Charitable Distributions: Today’s Slott Report mailbag
  • How to Open a New Solo 401(k) Plan Retroactively
  • IRA Beneficiaries and Missed RMDs
  • Weekly Market Commentary
  • What will an ordinary Tuesday cost in retirement?
  • What Is the Deadline for Taking an IRA Owner’s Year-of-Death RMD Without Penalty?: Today’s Slott Report Mailbag
  • Spouse Beneficiary RMDs: Calculation Basics
  • IRS Establishes New Correction Program for Fixing IRA Errors
  • Weekly Market Commentary
  • The Retirement Expenses You Won’t Find in Your Monthly Budget
  • IRA Beneficiaries and the Roth IRA Five-Year Rule: Today’s Slott Report Mailbag
  • Correcting an Excess IRA Contribution After the October 15 Deadline
  • Beneficiary RMDs: Calculation Basics
  • Weekly Market Commentary
  • Health Savings Accounts and IRA Rollovers: Today’s Slott Report Mailbag
  • You’ve Built a Financial Future. Have You Protected It?
  • The Same-Property Rollover Rule Gets No Respect
  • 5 Things to Know About HSAs at Age 65
  • Weekly Market Commentary

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) 933-3466

Fax Number: (503) 454-0676

jim@wilsonandassociates.llc

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Updated 2026