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  • Fixed Indexed Annuities: A Retirement Strategy Designed for Growth Potential Without Direct Market Risk
  • 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
  • Does the Five-Year Holding Period Pertain to Me?: Today’s Slott Report Mailbag
  • How a Fixed Indexed Annuity Can Work for You in 2026
  • What You Need to Know About the Still-Working Exception
  • QCD Code Y: Optional Again in 2026
  • Weekly Market Commentary
  • Can You Recharacterize a Roth Conversion to Avoid IRMAA?: Today’s Slott Report Mailbag Thursday, July 16, 2026
  • How Plan Loans Work
  • The Biggest Retirement Risk Isn’t the Market—It’s Having No Plan
  • The Ghost-Life Rule Explained
  • Weekly Market Commentary
  • The Pro-Rata Rule and the Still-Working Exception: Today’s Slott Report Mailbag

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