Megan Russell

Chief Operating Officer

As Chief Operating Officer, Megan Russell’s work alternates between high-level processes and day-to-day details. She is the primary designer of our internal workflows, oversees the technical side of Marotta Wealth Management as our head programmer, and is a regular contributor to our Marotta On Money articles.

She has specialized in almost every service at some point and is the head of Marotta Wealth Management’s research and development. Right now, she is our tax specialist and is responsible for our customized Roth conversion recommendations.

As David John Marotta‘s daughter, Megan has worked with Marotta Wealth Management most of her life. After several summers of volunteer work, she officially began working for the firm part-time in 2005. After seven years of consulting and design work, she came on staff full time in 2012.

Megan holds a B.A. in Cognitive Science from the University of Virginia and lives in Charlottesville with her husband and daughter. When she isn’t working, Megan is a collector of games. Some favorites include Pathfinder, Forbidden Desert, Ghooost!, Tokaido, and Tajemnicze Domostwo.


Specialties

 


Latest Articles

Helpful Chart Shows Why You Should Diversify Globally
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We continue to believe that diversification among many different countries provides a more consistent return than investing entirely in the United States.

Q&A: How Does the SECURE Act Change QCDs?
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“I will be turning 70 1/2 and wanted to start making contributions to charity from an IRA and taking the QCD at that time. Would this bill require me to wait two more tax years, until I am 72, to do this?”

The 30-Year Value of a Single Roth Conversion
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Thirty years of interest, dividends, and capital gains tax is a significant savings.

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Recent Best of Articles

The 30-Year Value of a Single Roth Conversion

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Thirty years of interest, dividends, and capital gains tax is a significant savings.

The Full Complexity of All Required Minimum Distribution Divisors Explained

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Most divisors are looked up in tables based on your age. Others are calculated based on last year’s divisor. Some particularly unfortunate cases have distribution deadlines rather than divisors at all.

See More Best Of

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