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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

Life Educational Videos

Key Person

Buy Sell Funding

Salary Continuation

Business Equity Transfer

State Tax Liquidity

Lifetime Tax Strategy

Taxes, Risks and Fees

IUL Retirement

Whole Life retirement Plan

Whole Life Cash Reserve

IUL With Living Benefits

Private Equity Banking

Professional DI

Living Trust

Special Needs Trust

LTC Life

Pension Maximization

Living Benefits

Final Expense

Universal Life

  • A Well-Rounded Financial Plan Starts With the Whole Picture
  • Eligible Designated Beneficiaries and Roth IRA Contributions: Today’s Slott Report Mailbag
  • Spousal IRA Contributions
  • Inherited Roth IRAs and Successor Beneficiaries
  • Weekly Market Commentary
  • Retirement in 2026: 7 Smart Moves to Turn Savings Into a Paycheck (and Sleep Better Doing It)
  • SIMPLE Plan Contributions and Qualified Charitable Distributions: Today’s Slott Report Mailbag
  • Making Sense of the Roth 401(k)-to-Roth IRA Rollover Rules
  • How Your RMD Statement Can Help You
  • Weekly Market Commentary
  • 2026 Retirement Planning Goals: A Simple Roadmap to Start the Year Right
  • Taxes on Required Minimum Distributions and Qualified Charitable Distributions from Trusts: Today’s Slott Report Mailbag
  • 2026: Here We Go Again!
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  • Coming Soon: The Thrift Savings Plan Will Start Offering In-Plan Roth Conversions
  • Coming Soon: The Thrift Savings Plan Will Start Offering In-Plan Roth Conversions
  • Weekly Market Commentary
  • Why Annuities Can Be a Great Fit Heading Into 2026
  • Best of the 2025 Slott Report
  • Grinch Gifts: Penalties and Missed Opportunities

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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