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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

Health Educational Videos

ACA Health Plans

Major Medical (HDHP)

Health Savings Account

TeleMed Consultation

Dental Coverage

Accident Indemity

Critical Illness

Disability Income

Medicare Advantage

Professional DI

Medicare MSA

BOE Disability

Medicare Supplement

Medicare Part D

Long Term Care

  • Qualified Charitable Distributions and Roth IRA 5-Year Rules: Today’s Slott Report Mailbag
  • Understanding Annuities: Turning Retirement Savings Into Reliable Income
  • Fatal Error: Mistakes That Cannot Be Fixed – Part 2
  • Act Quickly to Avoid Double Taxation on Excess 401(k) Deferrals
  • Weekly Market Commentary
  • IRA Beneficiaries and Contribution Limits: Today’s Slott Report Mailbag
  • The Retirement Wildcard: How Healthcare Costs Can Impact Your Financial Future
  • The Retirement Wildcard: How Healthcare Costs Can Impact Your Financial Future
  • Rolling Over Your Retirement Plan? Here Are 5 Things to Know About Your RMD
  • Fatal Error: Mistakes That Cannot Be Fixed – Part 1
  • Weekly Market Commentary
  • The Retirement Income Plan Most People Think They Have — But Don’t
  • Trump Accounts and Required Minimum Distributions: Today’s Slott Report Mailbag
  • New Trump Account Developments
  • 5 Tips for Making Your 2025 Roth IRA Contribution
  • Weekly Market Commentary
  • Personalized Retirement Strategy: A Plan Built Around You
  • Conversions of Property and Conversions of Inherited IRA Funds: Today’s Slott Report Mailbag
  • Real Life Scenario: Minor as EDB Beneficiary
  • How In-Plan Roth Conversions Work

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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