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  • 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
  • Weekly Market Commentary
  • Retirement in 2026: 7 Smart Moves to Turn Savings Into a Paycheck (and Sleep Better Doing It)
  • SIMPLE Plan Contributions and Qualified Charitable Distributions: Today’s Slott Report Mailbag
  • Making Sense of the Roth 401(k)-to-Roth IRA Rollover Rules
  • How Your RMD Statement Can Help You
  • Weekly Market Commentary
  • 2026 Retirement Planning Goals: A Simple Roadmap to Start the Year Right
  • Taxes on Required Minimum Distributions and Qualified Charitable Distributions from Trusts: Today’s Slott Report Mailbag
  • 2026: Here We Go Again!
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  • Coming Soon: The Thrift Savings Plan Will Start Offering In-Plan Roth Conversions
  • Coming Soon: The Thrift Savings Plan Will Start Offering In-Plan Roth Conversions
  • Weekly Market Commentary
  • Why Annuities Can Be a Great Fit Heading Into 2026
  • Best of the 2025 Slott Report
  • Grinch Gifts: Penalties and Missed Opportunities

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