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. He retired in 2020.

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

Authored Articles

#TBT Marital Harmony with a Few His and Her Budgets
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Each spouse has different spending habits and values different things in life. It’s okay for your budget to reflect that.

#TBT Can I Contribute to Both a SEP and a 401(k)?
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The IRS very clearly says, “Yes, you can set up a SEP for your self-employed business even if you participate in your employer’s retirement plan at a second job.”

#TBT When Partial-Year HSA Contribution Limits Don’t Apply
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If you have recently lost your health insurance or recently signed up for a new one, you may want to watch out for these rules.

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Best of Articles

When Partial-Year HSA Contribution Limits Don’t Apply

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

Billing Client Accounts to the Client’s Greatest Benefit

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Investment managers can bring clients greater savings by carefully considering how they bill different types of accounts.

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