Matheson Russell

Financial Analyst

Matheson Russell was a Financial Analyst at Marotta Wealth Management, aiding the firm in their financial paperwork and analysis.

He began work with the firm in 2011 as an intern and then independent contractor for Marotta Wealth Management. At the same time, he worked seasonally for Skeen Law Offices assisting with tax preparation. Then in 2014, he officially joined the team as our tax and Roth conversion specialist and also joined Krisan’s Back Office, doing financial data management as a Portfolio Center specialist.

Since 2017, he has taken a sabbatical to pursue his love of farming on a local organic farm.

Matheson holds a B.A. in Religious Studies from the University of Virginia and lives in Charlottesville with his wife, Megan.


Authored Articles

Marital Harmony with a Few “His” and “Her” Budgets
with No Comments

Each spouse has different spending habits and values different things in life. This can easily lead to bitterness, or at the least, long discussions when the budget is reconciled.

Q&A: What’s My Roth Conversion Limit?
with No Comments

The legal answer to this question is: there is no limit. The practical answer is: it depends on a number of things.

When Partial-Year HSA Contribution Limits Don’t Apply
with No Comments

Under the “last-month rule,” you can contribute the full amount even after a partial year assuming you meet the “testing period.”

See More


Best of Articles

Q&A: What’s My Roth Conversion Limit?

with No Comments

The legal answer to this question is: there is no limit. The practical answer is: it depends on a number of things.

When Partial-Year HSA Contribution Limits Don’t Apply

with No Comments

Under the “last-month rule,” you can contribute the full amount even after a partial year assuming you meet the “testing period.”

See More Best Of

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