(503) 427-0912 jim@wilsonassociatesllc.com
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Weekly Market Commentary

Apr 5, 2026

  • Trump Accounts Are Almost Here: What Parents Need to Know
  • Weekly Market Commentary
  • 529 Plan Rollovers and Investments in Trump Accounts: Today’s Slott Report Mailbag
  • Form 8606 and the Pro-Rata Rule: Not the End of the World
  • The Retirement Mistake Nobody Talks About: Having a Plan But Never Updating It
  • Accessing 401(k) Funds While You’re Still Working
  • Weekly Market Commentary
  • Children vs. Grandchildren Beneficiaries and the First Required Minimum Distribution Year: Today’s Slott Report Mailbag
  • Mid-Year Financial Checkup: Why June Is the Perfect Time to Reassess Your Financial Plan
  • 3 IRA Tax Breaks for Same-Sex Couples
  • Roth IRA Conversions Do Not Count for Roth IRA Contribution Eligibility
  • Weekly Market Commentary
  • The Once-Per-Year IRA Rollover Rule and 529-to-Roth Transfers: Today’s Slott Report Mailbag
  • Retirement Isn’t Just About Saving Money—It’s About Creating Income You Can Count On
  • What in the World is Modified Adjusted Income (MAGI), and Why Does It Matter?
  • Weekly Market Commentary
  • Kitchen Remodeling Trends That Add Value, Functionality, and Style to Your Home
  • Five Things to Know about the Five-Year Rule on Converted Roth Funds
  • Combining Retirement Accounts and Roth Conversions: Today’s Slott Report Mailbag
  • 7 Financial Mistakes That Can Derail Your Retirement — And How to Avoid Them

Address

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