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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

  • Social Security Survivor Benefits Work
    Social Security

    How Do Social Security Survivor Benefits Work?

    Jonathan Dash
    December 19, 2025
    Financial planning can feel a little strange sometimes. On one hand, you focus on your present life and the future you want to create. ...
    Read More
  • You Must Know About Backdoor Roth IRAs
    401k Roth Ira

    Things You Must Know About Backdoor Roth IRAs

    Jonathan Dash
    December 16, 2025
    A Roth Individual Retirement Account (IRA) is a good option for retirement planning. It gives you tax-advantaged growth, the potential for steady long-term returns, ...
    Read More
  • Early Withdrawal Penalties
    401k Roth Ira

    Traditional and Roth IRA Early Withdrawal Penalties

    Jonathan Dash
    November 18, 2025
    A lot of people say and believe that rules are meant to be broken. But more often than not, when you break a rule, ...
    Read More
  • Retirement Planning Tips

    What are the Best Retirement Investments for Your Portfolio?

    Jonathan Dash
    November 17, 2025
    Whenever you think about building a typical retirement investment portfolio, you have probably heard the classic advice of keeping a mix of stocks and ...
    Read More
  • 401k Roth Ira

    How Roth IRA Fees Affect Your Return on Investment

    Jonathan Dash
    October 28, 2025
    Fees! They can be the bane of many retirement accounts. They cost you money, which is never fun, and they eat into your returns, ...
    Read More
  • $1000-a-Month Rule For Retirement
    Retirement Plans

    What The $1000-a-Month Rule For Retirement Really Means

    Jonathan Dash
    October 17, 2025
    When you are working, you have a fairly predictable income. Your salary arrives every month, and you know how much you can spend, save, ...
    Read More
  • Fixed Income Securities for Retirees
    Retirement Plans

    Importance of Fixed Income Securities for Retirees

    Jonathan Dash
    September 22, 2025
    The popular 60:40 or 70:30 asset allocation strategy suggests that when you are young, you should invest 60 to 70% of your portfolio in ...
    Read More
  • Tax Loss Harvesting in Your Retirement Plan
    Retirement Plans

    Importance of Tax Loss Harvesting in Your Retirement Plan

    Jonathan Dash
    September 19, 2025
    Tax planning is something you need to focus on in retirement. But in retirement, you probably do not want to be buried in tax ...
    Read More
  • 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
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