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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

  • 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
  • Tax Withholding from a Qualified Charitable Distribution (QCD) and from a Roth Conversion: Today’s Slott Report Mailbag
  • Last-Minute Tax Moves Before April 15: IRA, HSA, and Retirement Planning Tips
  • No Joke – Today is a Required Beginning Date!
  • Weekly Market Commentary
  • 8 Rules to Help Navigate the Multiple Plan Contribution Limits
  • Eligible Designated Beneficiaries and Roth Conversions: Today’s Slott Report Mailbag
  • Building a Stronger Financial Future with the Right Guidance
  • 5 Things You Need to Know about the Roth IRA Five-Year Rules
  • Young Spouse, Spousal Rollover, Year-of-Death RMD…and a Penalty?
  • 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