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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

Annuity Primer

Indexed Annuity

Withdrawal Guarantee

Retirement Questions

TSP Rollover

412e3 Pension

Simple 401k

Cash Balance Plan

Roth Annuity

Income Annuity

Split Annuity

Annuity Laddering

Rollover Annuity

IRA / RMD Conversion

CD to Annuity

Annuity Exchange

LTC Annuity

Longevity Annuity

Annuity Buckets

  • Retirement Planning Heading Into 2026: 7 Smart Moves For Clients Right Now
  • Eligible Designated Beneficiaries and Inherited Roth IRAs: Today’s Slott Report Mailbag
  • New Code Y is Optional for 2025 QCDs
  • Eligible Designated Beneficiary Trivia
  • Eligible Designated Beneficiaries and Successor Beneficiaries: Today’s Slott Report Mailbag
  • Why Life Insurance Belongs in Your Retirement Plan
  • Why the Once-Per-Year Rollover Rule Is Often Misapplied
  • IRA Trick or Treat
  • Weekly Market Commentary
  • QCDs and RMDs Before Roth Conversions: Today’s Slott Report Mailbag
  • Annuities 101: Why They’re (Sometimes) a Great Idea for Retirement
  • Good Reasons to Name a Trust as IRA Beneficiary
  • State Tax Treatment of 529-to-Roth IRA Rollovers
  • Weekly Market Commentary
  • Retirement Income Planning: A Practical Guide for Turning Savings Into a Sustainable Paycheck
  • Roth Conversions and Qualified Charitable Distributions: Today’s Slott Report Mailbag
  • 5 Steps for Tax-Free Roth IRA Distributions
  • 401(k) RMD Rollover Problems…and a Last-Minute Save!
  • Weekly Market Commentary
  • Integrating Life Insurance & Fixed Indexed Annuities: A Smarter Way to Protect, Grow, and Distribute Retirement Wealth

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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 2025