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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

  • How Company Plan Loans Work
  • Weekly Market Commentary
  • 60-Day Rollovers and the Age 55 Exception: Today’s Slott Report Mailbag
  • Planning to retire in 2025? Do these 7 things now
  • 10 Things You Should Know about Fixing Late Rollovers With Self Certification
  • Pro Rata, Not “Double Tax”
  • Weekly Market Commentary
  • The Roth 5-Year Clock and the Pro-Rata Rule: Today’s Slott Report Mailbag
  • 3 Retirement Mistakes That Can Still Be Fixed in 2025
  • Double Your Pleasure – The 457(b) 2x Catch-Up
  • Moving Your Roth Account
  • Weekly Market Commentary
  • 8 Ways to Keep From Going Broke in Retirement
  • RMD Calculations and Qualified Charitable Distributions: Today’s Slott Report Mailbag
  • Bad Advice Turns Me Into the Hulk
  • Are My SEP and SIMPLE IRAs Safe from Creditors?
  • A Loved One Died and Left You an Inheritance. Now What?
  • IRA Transfers and Qualified Charitable Distributions: Today’s Slott Report Mailbag
  • When You SHOULD Name a Trust as IRA Beneficiary
  • Fixing a Converted RMD…and the Tax Reporting

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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