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Retirement Articles › Author: Jonathan Dash › Page 4
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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

  • 401k Roth Ira

    Don’t Neglect Your 401(k) If You Get Laid Off

    Jonathan Dash
    September 14, 2023
    Losing a job can be a daunting experience. The abrupt transition from regular paychecks to a state of unemployment can lead to significant financial ...
    Read More
  • Social Security

    Are Social Security Benefits Subject to Income Taxes?

    Jonathan Dash
    August 10, 2023
    Social Security is a federal old-age, survivors, and disability insurance program administered by the Social Security Administration (SSA). It offers retirement benefits and disability ...
    Read More
  • Retirement Planning Tips

    40 Things To Do While Preparing for Retirement in Your 50s

    Jonathan Dash
    July 10, 2023
    Retirement is a significant milestone in life. You may have spent all your adult life preparing for it, putting away your hard-earned money in ...
    Read More
  • 401k Roth Ira

    6 Surprising Facts People May Not Know About Roth IRAs

    Jonathan Dash
    July 6, 2023
    The Individual Retirement Account (IRA) is one of the most popular retirement savings vehicles. The account can be opened with a credit union, bank, ...
    Read More
  • Retirement Planning Tips

    How The Sequence of Returns Risk Can Shape Your Retirement?

    Jonathan Dash
    July 5, 2023
    When you create a retirement plan, there are several factors you need to look at. This can include your financial goals, risk appetite, time ...
    Read More
  • Retirement Planning Tips

    How To Start Planning For Your Retirement In The Latter Part Of Your Career

    Jonathan Dash
    June 14, 2023
    Most financial experts recommend starting retirement planning at the beginning of your career, ideally in your 20s and 30s. There are several benefits to ...
    Read More
  • Retirement Plans

    What is the SECURE Act 2.0 And How Can It Affect Your Retirement Savings?

    Jonathan Dash
    June 13, 2023
    The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed in 2019 and enacted under former President Donald Trump on December 20, ...
    Read More
  • Retirement Planning Tips

    7 Retirement Planning Strategies for Late Starters

    Jonathan Dash
    May 24, 2023
    Retirement planning is a vital part of financial planning. It can help ensure you live a comfortable and financially secure retirement and should ideally ...
    Read More
  • Retirement Planning Tips

    5 Important Financial Steps to Take When You Are 5 Years Away from Retirement

    Jonathan Dash
    May 9, 2023
    Retirement planning is a long-term process that can take years and years of preparation. However, the last five years can be particularly important. As ...
    Read More
  • Retirement Planning Tips

    7 Tips to Ensure a Successful Retirement

    Jonathan Dash
    February 28, 2023
    Retirement can bring a mix of emotions. Some people dread retirement as it is associated with old age and limited money-making opportunities. Others view ...
    Read More
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