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  • Weekly Market Commentary
  • The Retirement Income Plan Most People Think They Have — But Don’t
  • Trump Accounts and Required Minimum Distributions: Today’s Slott Report Mailbag
  • New Trump Account Developments
  • 5 Tips for Making Your 2025 Roth IRA Contribution
  • Weekly Market Commentary
  • Personalized Retirement Strategy: A Plan Built Around You
  • Conversions of Property and Conversions of Inherited IRA Funds: Today’s Slott Report Mailbag
  • Real Life Scenario: Minor as EDB Beneficiary
  • How In-Plan Roth Conversions Work
  • Weekly Market Commentary
  • Annuities: Why They Can Be a Smart Addition to Your Portfolio
  • Health Savings Accounts and the “Still-Working” Exception: Today’s Slott Report Mailbag
  • Don’t Miss This Rule That Allows Smaller RMDs
  • Three Basic IRA Rules that Must Be Understood
  • Weekly Market Commentary
  • Required Minimum Distributions and Inherited Roth IRAs: Today’s Slott Report Mailbag
  • 2026 Retirement Income Planning: A Practical Guide to Turning Savings Into Paychecks
  • You’ll Need to Report Certain IRA and Retirement Plan Distributions Differently on This Year’s Form 1040
  • Naming a Trust for a Minor as IRA Beneficiary

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