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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

  • Retirement Planning in 2026: Why Annuities Deserve a Serious Look
  • Weekly Market Commentary
  • Safe Money Options Heading Into 2026
  • Stretch RMDs and Roth Conversions: Today’s Slott Report Mailbag
  • The Crazy-Complicated 2026 SIMPLE IRA Plan Elective Deferral Limits
  • Who Needs to Take a 2025 RMD?
  • Weekly Market Commentary
  • The Slott Report Gives Thanks
  • Retirement Income Planning Going Into 2026: Turning Your Savings Into a Lifetime Paycheck
  • IRA and Retirement Plan Dollar Limits Increased for 2026
  • Weekly Market Commentary
  • Estate Planning & You: Getting Ready for 2026 (Without Freaking Out)
  • IRA Rollovers and Qualified Charitable Distributions: Today’s Slott Report Mailbag
  • The Right Moves – How to Move Retirement Funds
  • The Tricky Still-Working Exception – After Death
  • Weekly Market Commentary
  • Retirement Planning in 2026: How to Prepare for a New Era of Retirement
  • The 5-Year Clock and Qualified Charitable Distributions: Today’s Slott Report Mailbag
  • When Can I Take an In-Service Withdrawal from My 401(k)?
  • 5 Times When You Should Not Name Your Spouse as Beneficiary

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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 2025