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  • Pro Rata, Not “Double Tax”
  • Weekly Market Commentary
  • The Roth 5-Year Clock and the Pro-Rata Rule: Today’s Slott Report Mailbag
  • 3 Retirement Mistakes That Can Still Be Fixed in 2025
  • Double Your Pleasure – The 457(b) 2x Catch-Up
  • Moving Your Roth Account
  • Weekly Market Commentary
  • 8 Ways to Keep From Going Broke in Retirement
  • RMD Calculations and Qualified Charitable Distributions: Today’s Slott Report Mailbag
  • Bad Advice Turns Me Into the Hulk
  • Are My SEP and SIMPLE IRAs Safe from Creditors?
  • A Loved One Died and Left You an Inheritance. Now What?
  • IRA Transfers and Qualified Charitable Distributions: Today’s Slott Report Mailbag
  • When You SHOULD Name a Trust as IRA Beneficiary
  • Fixing a Converted RMD…and the Tax Reporting
  • Weekly Market Commentary
  • Retirement age change 2025: What it means for your Social Security benefits
  • Roth Conversions and HSA Distributions: Today’s Slott Report Mailbag
  • Weekly Market Commentary
  • Inherited Roth IRAs and IRA Transfers: 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 2025