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Enjoy the
Dream
of Retirement Income

Schedule your Appointment with Us Today!

Monthly Market Review and Outlook

Educational Videos

Schedule your Appointment with Us Today!

Monthly Market Review and Outlook

Educational Videos

Benefits Educational Videos

Group Disability

Group Disability

Simple 401k

Cash Balance Plan

  • Why Financial Confidence Starts With a Plan, Not a Product
  • Weekly Market Commentary
  • The Pro-Rata Rule and Non-U.S. Citizen Beneficiaries: Today’s Slott Report Mailbag
  • Why a Retirement Income Plan Matters More Than Your Investment Returns
  • IRS Provides Fix for Trump Account Gift Tax Issue
  • “The Law of the Plan is the Law of the Land”
  • Weekly Market Commentary
  • The Retirement Tax Trap: Why Keeping More of Your Money Matters More Than Chasing Higher Returns
  • Required Minimum Distributions and Excess Contributions: Today’s Slott Report Mailbag
  • Required Minimum Distributions and Excess Contributions: Today’s Slott Report Mailbag
  • Breaking the Barriers to Access Your Retirement Plan Funds While Working
  • Trump Accounts Are Almost Here: What Parents Need to Know
  • Weekly Market Commentary
  • 529 Plan Rollovers and Investments in Trump Accounts: Today’s Slott Report Mailbag
  • Form 8606 and the Pro-Rata Rule: Not the End of the World
  • The Retirement Mistake Nobody Talks About: Having a Plan But Never Updating It
  • Accessing 401(k) Funds While You’re Still Working
  • Weekly Market Commentary
  • 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

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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