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.

Megan 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.

When she isn’t working, Megan is a collector of games. Some favorites include Pathfinder, Tokaido, Forbidden Desert, Ghooost!, and Tajemnicze Domostwo.

Megan holds a B.A. in Cognitive Science from the University of Virginia and lives in Charlottesville with her husband and daughter.


Specialties

 


Latest Articles

Requirements for 529 Accounts (Qualified Tuition Programs)
with No Comments

According to Internal Revenue Code, in order for an account to be a 529 account, the custodian must meet six requirements.

Radio: Why Regulation Does More Harm than Good
with No Comments

It is commonplace for special interest groups to use lobbyists to gain control of their own industry’s regulation. This failure where interests group seizes control of a governmental power is called “regulatory capture.”

Should I Invest in Bitcoin?
with No Comments

It might continue to boom. It might continue to bust.

See More by Megan


Recent Best of Articles

Why the Tax on Your Roth Conversion Hurts So Much

with No Comments

Be brave. Fund your Roth. Convert your IRA. Pay your tax bill. Your future self will thank you.

The Complete Guide to DIY Household Cleaners

with No Comments

I began my DIY journey learning about science, so it feels best to start you there as well.

See More Best Of

Subscribe to our newsletter!