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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

  • 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
  • Avoid These Hurdles to Protect Your Retirement Plan
    Retirement Plans

    Avoid These Hurdles to Protect Your Retirement Plan

    Jonathan Dash
    April 18, 2024
    Planning for retirement is a pivotal stage in your life, one that demands meticulous attention and careful consideration. Amidst the array of financial decisions ...
    Read More
  • How To Convert a Traditional IRA to a Roth After 60
    401k Roth Ira

    How To Convert a Traditional IRA to a Roth After 60

    Jonathan Dash
    March 15, 2024
    Many individuals consider converting their traditional Individual Retirement Accounts (IRAs) to Roth IRAs, especially after reaching the age of 60. The primary allure lies ...
    Read More
  • Retirement Plans

    Adjusting Your 2024 Retirement Plan for Income Shortfalls

    Jonathan Dash
    February 23, 2024
    The economic landscape at the start of 2024 presents retirees and soon-to-be retirees with both challenges and opportunities. With shifting market dynamics, evolving policies, ...
    Read More
  • Social Security

    What Impact Will Upcoming Changes to Social Security in 2024 Have on You?

    Jonathan Dash
    January 29, 2024
    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
  • Retirement Plans

    Ensure Your Retirement Plan is Ready in Case the United States Raises Retirement Age

    Jonathan Dash
    January 18, 2024
    At the core of every retirement strategy lies a crucial factor that sets the trajectory for your golden years – the retirement age. This ...
    Read More
  • Retirement Plans

    5 Key Questions to Consider to Prepare Yourself for a Solo Retirement

    Jonathan Dash
    January 2, 2024
    Shifting demographics, changing lifestyle preferences, and evolving societal norms are undergoing a significant transformation. According to a Pew Research Center analysis spanning the years ...
    Read More
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