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  • Can My Terminally-Ill Client Qualify For a Penalty-Free IRA Withdrawal?: Today’s Slott Report Mailbag
  • The Retirement Paycheck Problem: You’ve Saved for 30 Years. Now What?
  • Top 10 RMD Mistakes
  • Weekly Market Commentary
  • Inherited IRAs and Roth IRA Portability: Today’s Slott Report Mailbag
  • Has Your Financial Plan Kept Up With Your Life? A Fall Checkup Before Year-End
  • Can I “Borrow” From My IRA?
  • 72(t) On a Roth IRA?
  • Weekly Market Commentary
  • (no title)
  • Qualified Charitable Distributions and the 10-Year Rule: Today’s Slott Report Mailbag
  • How the Once-Per-Year Rollover Rule Works and How to Avoid It
  • Three IRA Transactions You Must Do by October 15
  • Weekly Market Commentary
  • Do Inherited Roth IRA Beneficiaries Have RMDs?: Today’s Slott Report Mailbag
  • You’ve Worked Hard to Build Your Future. Is Your Financial Plan Keeping Up?
  • NUA: Average Cost Basis vs. Specific Identification
  • Weekly Market Commentary
  • Do We Use the Life Expectancy of the IRA Owner, or the Beneficiary to Calculate RMDs?: Today’s Slott Report Mailbag
  • Time is Running Out for Penalty-Free Correction of 2025 IRA Contributions

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) 933-3466

Fax Number: (503) 454-0676

jim@wilsonandassociates.llc

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Updated 2026