(503) 427-0912 jim@wilsonassociatesllc.com
  • CONTACT US TODAY!
Wilson & Associates, LLC
  • Home
  • About Us
  • Services
  • Videos
    • Educational Videos
  • BLOGS
Select Page

No Results Found

The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.

  • Does the Five-Year Holding Period Pertain to Me?: Today’s Slott Report Mailbag
  • How a Fixed Indexed Annuity Can Work for You in 2026
  • What You Need to Know About the Still-Working Exception
  • QCD Code Y: Optional Again in 2026
  • Weekly Market Commentary
  • Can You Recharacterize a Roth Conversion to Avoid IRMAA?: Today’s Slott Report Mailbag Thursday, July 16, 2026
  • How Plan Loans Work
  • The Biggest Retirement Risk Isn’t the Market—It’s Having No Plan
  • The Ghost-Life Rule Explained
  • Weekly Market Commentary
  • The Pro-Rata Rule and the Still-Working Exception: Today’s Slott Report Mailbag
  • Why Financial Confidence Starts With a Plan, Not a Product
  • Trump Accounts: Weird Stuff Keeps Happening
  • Treasury Announces Initial Trump Account Investment Options
  • Weekly Market Commentary
  • The Pro-Rata Rule and Non-U.S. Citizen Beneficiaries: Today’s Slott Report Mailbag
  • Why a Retirement Income Plan Matters More Than Your Investment Returns
  • IRS Provides Fix for Trump Account Gift Tax Issue
  • “The Law of the Plan is the Law of the Land”
  • 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) 427-0912

Fax Number: (503) 454-0676

jim@wilsonassociatesllc.com

Copyright © All Rights Reserved

Updated 2026