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Retirement Articles › Author: Jonathan Dash
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Jonathan Dash

As the Founder and Chief Investment Officer of Dash Investments, Jonathan Dash is responsible for all investment management and asset allocation decisions at the firm. Mr. Dash has over 25 years of investment management experience and has established himself as a superior money manager. His firm, Dash Investments, has been featured in major business publications such as The New York Times, The Wall Street Journal, and Barron’s. Jonathan Dash also holds a B.S. in Finance from the University of Southern California and has completed executive programs at Harvard Business School and Columbia Business School in areas such as financial analysis and valuation, mergers and acquisitions, and corporate restructuring. Jonathan Dash 800-549-3227

  • Retirement Investment Portfolio
    Retirement Plans

    10 Steps to Create a Robust Retirement Investment Portfolio

    Jonathan Dash
    August 22, 2025
    Building a retirement portfolio is not as complicated as it sounds. In fact, in many ways, it is like cooking a great meal. You ...
    Read More
  • Asset Allocation
    Retirement Planning Tips

    60/40 vs 70/30 Asset Allocation: Which Is Better For Retirement?

    Jonathan Dash
    August 21, 2025
    60/40 and 70/30 are not complex math equations, even though they might seem so. On the contrary, they are portfolio allocation strategies. These numbers ...
    Read More
  • Calculating Required Minimum Distributions
    Retirement Planning Tips

    A-Z Guide on Calculating Required Minimum Distributions

    Jonathan Dash
    August 20, 2025
    A Required Minimum Distribution, or RMD, is something you will definitely hear about if you are investing in traditional tax-advantaged retirement accounts like a ...
    Read More
  • Have to Pay Taxes During Retirement
    Retirement Planning Tips

    Will I Have to Pay Taxes During Retirement?

    Jonathan Dash
    July 25, 2025
    Is retirement income taxable? The short answer is yes. Retirement does not mean the end of taxes. The different types of income you receive ...
    Read More
  • Retirement Plans

    Qualified vs. Non-Qualified Retirement Plans: What is the Difference?

    Jonathan Dash
    July 21, 2025
    Oftentimes, the moment you hear that a government agency is involved in something, your confidence in it usually goes up. You may find the ...
    Read More
  • what is sequence of returns risk and how to protect your retirement
    Retirement Plans

    What is Sequence of Returns Risk and How to Protect Your Retirement

    Jonathan Dash
    June 23, 2025
    Investing comes with its fair share of risks. You have probably heard about the usual suspects, such as market risk, inflation risk, credit risk, ...
    Read More
  • How Pre-Retirement Planning Can Set You Up for Long-Term Success
    Retirement Plans

    How Pre-Retirement Planning Can Set You Up for Long-Term Success

    Jonathan Dash
    June 19, 2025
    Retirement is different from your other financial milestones. For instance, if you are saving for a house, you are essentially saving for a one-time ...
    Read More
  • How to Protect Your 401(k) from a Market Crash
    Retirement Plans

    How to Protect Your 401(k) from a Market Crash

    Jonathan Dash
    May 9, 2025
    A 401(k) plan can be your most reliable financial companion in retirement. With years of investing and employer matches, it can really help you ...
    Read More
  • The Right Way to Save for Retirement and Avoid Costly Mistakes
    Retirement Plans

    The Right Way to Save for Retirement and Avoid Costly Mistakes

    Jonathan Dash
    April 23, 2025
    It is true that there is no single way to do anything, and multiple approaches can take you to your destination. However, when it ...
    Read More
  • Strategies to Avoid Early Withdrawals from Your 401(k) and IRA Accounts
    401k Roth Ira

    Strategies to Avoid Early Withdrawals from Your 401(k) and IRA Accounts

    Jonathan Dash
    March 26, 2025
    A traditional 401(k) or Individual Retirement Account (IRA) does not allow withdrawals before the age of 59.5 without penalties. If you take money out ...
    Read More
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