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Enjoy the
Dream
of Retirement Income

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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

  • 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
  • Why Financial Confidence Starts With a Plan, Not a Product
  • Trump Accounts: Weird Stuff Keeps Happening
  • Treasury Announces Initial Trump Account Investment Options
  • 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

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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