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  • Inherited Roth IRAs and Contributions: today’s Slott Report Mailbag
  • Your Retirement Plan May Look Complete—But Is It Truly Connected?
  • Roth Distribution Rules: IRAs vs. Plans
  • IRS Issues Guidance on Trump Account Employer Contributions
  • Weekly Market Commentary
  • The Human Advantage: Why Financial Advice Matters More in the Age of AI
  • The Five-Year Holding Period for Roth IRA Conversions: Today’s Slott Report Mailbag
  • The Look-Through Rules for Trusts
  • The Roth Conversion Transaction Custodians Dislike
  • Weekly Market Commentary
  • Fixed Indexed Annuities: A Retirement Strategy Designed for Growth Potential Without Direct Market Risk
  • Does the Secure Act’s 10-Year Rule Apply to Inherited Roth IRAs?: Today’s Slott Report Mailbag
  • Creditor Protection for Your Retirement Accounts
  • How Your Spouse Can Impact Your Traditional IRA Deduction
  • Weekly Market Commentary
  • Is there a penalty because the RMD was not taken prior to Mom’s passing?: Today’s Slott Report Mailbag
  • 530A Trump Accounts: The Compounding Mathematical Facts
  • Life Insurance in 2026: It’s More Than a Death Benefit
  • Not Child’s Play: How the “Kiddie Tax” Works
  • 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

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Updated 2026