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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

  • Backdoor Roth IRAs and Inherited IRAs: Today’s Slott Report Mailbag
  • Grandparents Should Be Very Careful Before Opening Trump Accounts
  • Why Financial Confidence Starts With a Plan
  • 5 Steps to Spring-Clean Your IRA
  • Weekly Market Commentary
  • Protecting Your Wealth Through Every Stage of Life
  • The Net Unrealized Appreciation (NUA) Strategy and Roth IRA Contribution Eligibility: Today’s Slott Report Mailbag
  • 6 Required Questions to Determine an IRA Beneficiary Payout Structure
  • How Will States Tax Trump Account Contributions?
  • Weekly Market Commentary
  • The Five-Year Rule and Rollovers to Employer Plans: Today’s Slott Report Mailbag
  • The Hidden Risk of “Waiting Too Long” to Get Your Financial House in Order
  • How an Excess IRA Contribution Can Happen to You
  • April 15: The Deadline for Some IRA Transaction, but Not All
  • Weekly Market Commentary
  • Non-Spouse Beneficiaries and Funding QCDS: Today’s Slott Report Mailbag
  • What Inflation Is Quietly Doing to Your Retirement Plan
  • The Strange RMD Rules for Ex-Spouses After a Divorce
  • Five Last-Minute Tips for 2025 IRA Contributions
  • 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