(503) 427-0912 jim@wilsonassociatesllc.com
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Self-Certification After 60 Days: 12 Reasons

May 19, 2025

  • Long-Term Care Planning in 2026: The “Quiet” Risk That Can Reshape a Retirement Plan
  • Roth IRA Distribution Rules and Rollovers of Required Minimum Distributions: Today’s Slott Report Mailbag
  • A Different Fix: Excess IRA vs. 401(k) Plan Contributions
  • How the Vesting Rules Work for Company Retirement Plans
  • Weekly Market Commentary
  • A Well-Rounded Financial Plan Starts With the Whole Picture
  • Eligible Designated Beneficiaries and Roth IRA Contributions: Today’s Slott Report Mailbag
  • Spousal IRA Contributions
  • Inherited Roth IRAs and Successor Beneficiaries
  • Weekly Market Commentary
  • Retirement in 2026: 7 Smart Moves to Turn Savings Into a Paycheck (and Sleep Better Doing It)
  • SIMPLE Plan Contributions and Qualified Charitable Distributions: Today’s Slott Report Mailbag
  • Making Sense of the Roth 401(k)-to-Roth IRA Rollover Rules
  • How Your RMD Statement Can Help You
  • Weekly Market Commentary
  • 2026 Retirement Planning Goals: A Simple Roadmap to Start the Year Right
  • Taxes on Required Minimum Distributions and Qualified Charitable Distributions from Trusts: Today’s Slott Report Mailbag
  • 2026: Here We Go Again!
  • (no title)
  • Coming Soon: The Thrift Savings Plan Will Start Offering In-Plan Roth Conversions

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