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  • QCDs and RMDs Before Roth Conversions: Today’s Slott Report Mailbag
  • Annuities 101: Why They’re (Sometimes) a Great Idea for Retirement
  • Good Reasons to Name a Trust as IRA Beneficiary
  • State Tax Treatment of 529-to-Roth IRA Rollovers
  • Weekly Market Commentary
  • Retirement Income Planning: A Practical Guide for Turning Savings Into a Sustainable Paycheck
  • Roth Conversions and Qualified Charitable Distributions: Today’s Slott Report Mailbag
  • 5 Steps for Tax-Free Roth IRA Distributions
  • 401(k) RMD Rollover Problems…and a Last-Minute Save!
  • Weekly Market Commentary
  • Integrating Life Insurance & Fixed Indexed Annuities: A Smarter Way to Protect, Grow, and Distribute Retirement Wealth
  • Another Way to Lose IRA Bankruptcy Protection
  • October 15 Deadlines Are Approaching
  • Weekly Market Commentary
  • Why Fixed Indexed Annuities Are a Smart Choice for Retirement Planning
  • IRA Beneficiaries and Roth Conversions: Today’s Slott Report Mailbag
  • “IRA Distribution Confusion”
  • IRS Confirms Effective Date of Mandatory Roth Catch-Up Rule
  • Weekly Market Commentary
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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