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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

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CD to Annuity

Annuity Exchange

LTC Annuity

Longevity Annuity

Annuity Buckets

  • Weekly Market Commentary
  • What will an ordinary Tuesday cost in retirement?
  • What Is the Deadline for Taking an IRA Owner’s Year-of-Death RMD Without Penalty?: Today’s Slott Report Mailbag
  • Spouse Beneficiary RMDs: Calculation Basics
  • IRS Establishes New Correction Program for Fixing IRA Errors
  • Weekly Market Commentary
  • The Retirement Expenses You Won’t Find in Your Monthly Budget
  • IRA Beneficiaries and the Roth IRA Five-Year Rule: Today’s Slott Report Mailbag
  • Correcting an Excess IRA Contribution After the October 15 Deadline
  • Beneficiary RMDs: Calculation Basics
  • Weekly Market Commentary
  • Health Savings Accounts and IRA Rollovers: Today’s Slott Report Mailbag
  • You’ve Built a Financial Future. Have You Protected It?
  • The Same-Property Rollover Rule Gets No Respect
  • 5 Things to Know About HSAs at Age 65
  • Weekly Market Commentary
  • Can My Terminally-Ill Client Qualify For a Penalty-Free IRA Withdrawal?: Today’s Slott Report Mailbag
  • The Retirement Paycheck Problem: You’ve Saved for 30 Years. Now What?
  • Top 10 RMD Mistakes
  • 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) 933-3466

Fax Number: (503) 454-0676

jim@wilsonandassociates.llc

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