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Retirement Articles › Author: Jonathan Dash › Page 2
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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

  • Smart Ways to Save for Retirement in Your 50s
    Retirement Planning Tips

    Smart Ways to Save for Retirement in Your 50s

    Jonathan Dash
    November 21, 2024
    Saving for retirement after 50 may feel overwhelming, but these years can be important for closing any gaps in your savings. For many people, ...
    Read More
  • Why Delaying Retirement Isn’t Always the Best Option
    Retirement Planning Tips

    Why Delaying Retirement is Not Always a Solution to Having Insufficient Savings

    Jonathan Dash
    November 1, 2024
    Retirement planning often feels like a puzzle, especially when savings fall short of expectations. One common approach people consider is delaying retirement, thinking a ...
    Read More
  • How are Your 401(k) Contributions Taxed in Retirement?
    401k Roth Ira

    How are Your 401(k) Contributions Taxed in Retirement?

    Jonathan Dash
    October 24, 2024
    Tax management is an essential part of retirement planning. Any income you earn, whether through a job or a return on investment, is typically ...
    Read More
  • Adjustments to Make to Your 401(k) When You Reach $1 Million or More
    401k Roth Ira

    Adjustments to Make to Your 401(k) When You Reach $1 Million or More

    Jonathan Dash
    October 16, 2024
    Reaching $1 million in your 401(k) is a significant milestone, and recent data shows more Americans are achieving it. Based on Fidelity’s latest report, ...
    Read More
  • Total Return Strategy
    Retirement Planning Tips

    How to Use the Total Return Strategy Effectively for Your Retirement

    Jonathan Dash
    September 12, 2024
    Life’s uncertainties can arise anytime in retirement, from an unexpected health issue, a sudden home repair, or an urgent debt situation. This is why ...
    Read More
  • Why a 401(k) Alone Isn't Enough for a Comfortable Retirement
    401k Roth Ira

    Why a 401(k) Alone Isn’t Enough for a Comfortable Retirement

    Jonathan Dash
    August 21, 2024
    A 401(k) is a tax-advantaged, employer-sponsored retirement account designed to provide a steady income in retirement. It allows for annual contributions with additional limits ...
    Read More
  • New Rule for Investment Advice About 401(k) Rollovers: How Does it Impact You?
    401k Roth Ira

    New Rule for Investment Advice About 401(k) Rollovers: How Does it Impact You?

    Jonathan Dash
    June 18, 2024
    A rollover refers to the transfer of your funds from one retirement account, such as a 401(k), to another, such as an Individual Retirement ...
    Read More
  • Understanding After-Tax 401(k) Contributions and Their Benefits
    Retirement Plans

    Understanding After-Tax 401(k) Contributions and Their Benefits

    Jonathan Dash
    June 13, 2024
    While the 401(k) retirement account is an effective option for saving for your golden years, it comes with some limitations, the primary one being ...
    Read More
  • How To Prevent a Forced Retirement
    Retirement Planning Tips

    How To Prevent a Forced Retirement

    Jonathan Dash
    May 16, 2024
    Despite laws against mandatory retirement based on age, older employees are often nudged out of their roles prematurely. This is exacerbated by economic downturns ...
    Read More
  • How to Increase the Value of Your 401(k) Twofold Every 8-10 Years
    401k Roth Ira

    How to Increase the Value of Your 401(k) Twofold Every 8-10 Years

    Jonathan Dash
    May 10, 2024
    While the 401(k) is often praised for its role in retirement savings, maximizing its potential requires effort on your part. Simply opening an account and contributing to ...
    Read More
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