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Phone: (425)967-7176

Min Won & Associates

원민태 공인회계사

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Investment Strategies

Investment Strategies

Why leave your money sitting in a bank account earning for other people when you can put it to work for yourself? This section is dedicated to tested and proven investment strategies and concepts.

Financial Guides

  • Investment Basics: What You Should Know
  • Asset Allocation: How To Diversify For Maximum Return
  • Buying On Margin: How It Works and What To Watch Out For
  • Financial Planning Checklist
  • Investment Clubs: What You Need To Know
  • Swap Tactic Lets You Defer Capital Gains Tax
  • Changing Jobs? Don’t Forget Your 401(k)
  • How Brokers Execute Trades: What Every Investor Should Know
  • Investing In Mutual Funds: The Time-Tested Guidelines
  • Mutual Fund Taxation: How To Cut The Tax Bite
  • Penny Stocks: How To Investigate Them and Avoid the Traps
  • Annuities: How They Work and When You Should Use Them
  • 10 Retirement Saving Tips
  • Your Retirement Plan: How To Get Started
  • Roth IRAs: How They Work and How To Use Them

Frequently Asked Questions

  • Investment Options: Frequently Asked Questions
  • Mutual Funds: Frequently Asked Questions
  • Stocks: Frequently Asked Questions
  • Bonds: Frequently Asked Questions
  • Annuities: Frequently Asked Questions
  • Retirement Assets: Frequently Asked Questions
  • Developing a Financial Plan: Frequently Asked Questions
  • IRAs: Frequently Asked Questions
  • Traditional vs Roth IRAs: Frequently Asked Questions

Hours & Info

4210 198th Street SW, Suite 208
Lynnwood, WA 98036
(425)967-7176
Mon~Fri
9:00am - 5:00pm

Hours & Info

4210 198th Street SW, Suite 208
Lynnwood, WA 98036
(425) 967-7176
info@minwoncpa.com
Mon~Fri
9:00am~5:00pm

Recent Posts

  • Bag ban becomes effective Oct. 1, 2021
  • Bag ban becomes effective Oct. 1, 2021
  • New State Employee Payroll Tax Law for Long-Term Care Benefits
  • COVID 19 UPDATES 4/1/2020 (E)
  • COVID 19 UPDATE 4/1/2020 (K)
Extended Tax Filing Due DateApril 15, 2022
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