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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

  • 401(k)
    401k Roth Ira

    How is Your 401(k) Taxed When You Retire?

    Jonathan Dash
    May 20, 2026
    Taxes can be frustrating. They take a chunk out of your money, and there is very little you can do about them. Even though ...
    Read More
  • Retirement Planning Guide
    Retirement Planning Tips

    Retirement Planning Guide

    Jonathan Dash
    May 19, 2026
    Retirement planning helps you prepare for the golden years of your life. There is a reason this phase is called the golden phase. It ...
    Read More
  • Roth 401k
    401k Roth Ira

    Roth 401(k): How to Tell if a Roth 401(k) is Right for You?

    Jonathan Dash
    April 30, 2026
    A Roth 401(k) is a type of retirement account that helps you save for the future. It is offered by employers to their employees. ...
    Read More
  • De-Risk Your Retirement Plan
    Retirement Planning Tips

    Key Steps to De-Risk Your Retirement Plan

    Jonathan Dash
    April 29, 2026
    There are several risks you may face during retirement. Since this phase is often considered the final stage of your financial journey, you may ...
    Read More
  • Better retirement planning
    Retirement Planning Tips

    Can Phased Retirement Be Useful for Better Retirement Planning?

    Jonathan Dash
    March 30, 2026
    Let’s consider a situation where you decide to start a strict diet. Suddenly giving up your favorite food can feel overwhelming. Cutting 1,000 calories ...
    Read More
  • Qualified Retirement Plans
    Retirement Plans

    Qualified Retirement Plans: All You Need to Know

    Jonathan Dash
    March 27, 2026
    To qualify for something simply means that you meet certain criteria. If you qualify, you are eligible; if you do not, you are not. ...
    Read More
  • 401(k)
    401k Roth Ira

    Most Common Myths About Borrowing from Your 401(k)

    Jonathan Dash
    February 24, 2026
    The 401(k) retirement plan you get at work offers more than just savings for the future. Yes, it helps you build a retirement corpus ...
    Read More
  • Retirement Planning Tips

    Preparing Your Spouse for Retirement

    Jonathan Dash
    January 22, 2026
    Retirement affects not just you. It affects your spouse, too. For one partner, retirement might mean no longer going to work, swapping formal clothes ...
    Read More
  • Converting IRAs to Roth IRAs
    401k Roth Ira

    Things to Keep in Mind When Converting IRAs to Roth IRAs

    Jonathan Dash
    January 13, 2026
    If you believe your tax bracket will be higher in retirement, want to maximize what you leave behind for your heirs, or feel that ...
    Read More
  • 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
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