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Retirement Articles › Author: Jonathan Dash › Page 5
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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 Planning Tips

    Retirement Planning Strategies for Dual-Income Families

    Jonathan Dash
    February 8, 2023
    Retirement planning is an intricate process that can include a number of estimations, calculations, and decisions. It can be tricky for one person alone. ...
    Read More
  • 401k Roth Ira

    401k and IRA 2023 Contribution Limits

    Jonathan Dash
    January 30, 2023
    The 401k and Individual Retirement Account (IRA) are, in more ways than one, an obvious choice for those planning for their retirement. Both plans ...
    Read More
  • 401k Roth Ira

    What to Do if You Over-Contributed to Your 401(k)

    Jonathan Dash
    December 20, 2022
    A 401(k) retirement account is a tax-advantaged account that an employer offers to an employee. This company-sponsored plan is one of the best savings ...
    Read More
  • Retirement Planning Tips

    Why One Size Doesn’t Fit All in Retirement Planning

    Jonathan Dash
    December 13, 2022
    Retirement planning refers to planning for your future needs after you quit working. It can include tax planning, healthcare planning, debt management, as well ...
    Read More
  • Retirement Plans

    Why Are Retirement Benefits Important for Workers?

    Jonathan Dash
    November 18, 2022
    A job helps you gain financial independence and can help you build your life as you see fit. Your education and hard work prepares ...
    Read More
  • 401k Roth Ira

    The Pros and Cons of Borrowing Against Your 401k

    Jonathan Dash
    November 1, 2022
    You may have a number of financial needs in life. Some of these can be accomplished with savings, some with your investment returns, and ...
    Read More
  • Retirement Planning Tips

    How to Decide the Right Time For You To Retire

    Jonathan Dash
    October 20, 2022
    Retirement can draw mixed emotions in most people. For some, it is a welcomed change, while others may see it as a bitter passage ...
    Read More
  • 401k Roth Ira

    Why Your 401(k) May Not Be Enough for Retirement

    Jonathan Dash
    October 13, 2022
    The average median retirement income as of 2022, as declared by the U.S. Census Bureau for someone aged 65 or above, is $47,357. The ...
    Read More
  • Retirement Planning Tips

    Tips for Managing Cash Flow in Retirement

    Jonathan Dash
    September 5, 2022
    There are two phases of retirement planning. The first involves the preparation for retirement. This includes setting a budget for savings, investing the money ...
    Read More
  • Retirement Planning Tips

    How to Make Your Retirement Income Plan Recession-Proof

    Jonathan Dash
    August 29, 2022
    If you have been diligently planning for your retirement, but the talk of recession is making you uneasy, you are certainly not alone. With ...
    Read More
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