Dana Anspach
Highlights
- Founder and CEO, and author of retirement-related books
- Certified Financial Planner, Retirement Management Analyst, Kolbe Certified Consultant, and a member of NAPFA (National Association Of Personal Financial Advisors), FPA (Financial Planning Association), and RIIA (Retirement Income Industry Association)
- Named to Investopedia's Top 100 Advisor list in 2018
Experience
Dana Anspach has written extensively on subjects like retirement planning, investing, and general financial planning. She is now the founder and CEO of Sensible Money, a fee-only financial planning and investment firm based in Scottsdale, Arizona.
Before running Sensible Money, Anspach served as Chair of the Practitioner Peer Review Committee from 2010 through 2015. She was a principal/financial advisor at Wealth Management Solutions, LLC from 2005 through 2011, and a financial advisor with 1st Global from 2001 through 2005.
Education
Anspach earned her bachelor's degree from the University of Florida
Latest From Dana Anspach
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9 Facts People Don't Know About Roth IRAs -
Frequently Asked Questions About Roth IRAs -
How to Apply Smart Planning and Pay Less Taxes in Retirement -
Stock Market Performance in Presidential Election Years -
Best Ways to Allocate Your 401(k) Money -
Yes, You Can Roll Over After-Tax 401(k) Money to a Roth—Here's How. -
Social Security Survivor Benefits for a Spouse -
Why Tax-Deferred Accounts Can Present Problems When You Retire -
How (and Why) To Use a Nondeductible IRA Contribution -
The Scoop on Roth IRAs: Are Distributions Tax-Free or Not? -
Can You Get a Tax Deduction for Making an IRA Contribution? -
Estimating Your Taxes in Retirement -
Government Employees, Your Social Security Benefits May Be Less -
The Best Retirement Calculators Available Online -
What to Know About ACA Coverage -
Is a Health Savings Account Worth It if You Are Over 55?