(503) 427-0912 jim@wilsonassociatesllc.com
  • CONTACT US TODAY!
Wilson & Associates, LLC
  • Home
  • About Us
  • Services
  • Videos
    • Educational Videos
  • BLOGS
Select Page

No Results Found

The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.

  • Children vs. Grandchildren Beneficiaries and the First Required Minimum Distribution Year: Today’s Slott Report Mailbag
  • Mid-Year Financial Checkup: Why June Is the Perfect Time to Reassess Your Financial Plan
  • 3 IRA Tax Breaks for Same-Sex Couples
  • Roth IRA Conversions Do Not Count for Roth IRA Contribution Eligibility
  • Weekly Market Commentary
  • The Once-Per-Year IRA Rollover Rule and 529-to-Roth Transfers: Today’s Slott Report Mailbag
  • Retirement Isn’t Just About Saving Money—It’s About Creating Income You Can Count On
  • What in the World is Modified Adjusted Income (MAGI), and Why Does It Matter?
  • Weekly Market Commentary
  • Kitchen Remodeling Trends That Add Value, Functionality, and Style to Your Home
  • Five Things to Know about the Five-Year Rule on Converted Roth Funds
  • Combining Retirement Accounts and Roth Conversions: Today’s Slott Report Mailbag
  • 7 Financial Mistakes That Can Derail Your Retirement — And How to Avoid Them
  • 529-to-Roth: Still No News on 15-Year Clock
  • Weekly Market Commentary
  • 401(k) Rollovers and Spousal Contributions: Today’s Slott Report Mailbag
  • Retirement Planning in 2026: Building Confidence for the Years Ahead
  • The “Required Beginning Date” vs. “First RMD Year” Confusion
  • New “Trump IRA” Is Fake News
  • 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

Copyright © All Rights Reserved

Updated 2026