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  • Weekly Market Commentary
  • Retirement Planning in 2026: Why Annuities Deserve a Serious Look
  • Weekly Market Commentary
  • Safe Money Options Heading Into 2026
  • Stretch RMDs and Roth Conversions: Today’s Slott Report Mailbag
  • The Crazy-Complicated 2026 SIMPLE IRA Plan Elective Deferral Limits
  • Who Needs to Take a 2025 RMD?
  • Weekly Market Commentary
  • The Slott Report Gives Thanks
  • Retirement Income Planning Going Into 2026: Turning Your Savings Into a Lifetime Paycheck
  • IRA and Retirement Plan Dollar Limits Increased for 2026
  • Weekly Market Commentary
  • Estate Planning & You: Getting Ready for 2026 (Without Freaking Out)
  • IRA Rollovers and Qualified Charitable Distributions: Today’s Slott Report Mailbag
  • The Right Moves – How to Move Retirement Funds
  • The Tricky Still-Working Exception – After Death
  • Weekly Market Commentary
  • Retirement Planning in 2026: How to Prepare for a New Era of Retirement
  • The 5-Year Clock and Qualified Charitable Distributions: Today’s Slott Report Mailbag
  • When Can I Take an In-Service Withdrawal from My 401(k)?

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 2025