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, 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

Estate Settlement: Satisfying the Year of Death RMD
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The required IRA distribution in the year the account owner dies is called a Year of Death RMD.

The Complete Guide to Planned and Charitable Giving
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Taking these few extra steps can maximize your gift’s benefit to both you and the recipient.

Roth Conversions and the Virginia Age Deduction Phase-Out
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Federal AGIs between $75,000 and $99,000 of couples over age 65 begin to lose this age-based special treatment and lose the tax savings they had at lower income levels.

See More by Megan


Recent Best of Articles

Estate Settlement: Satisfying the Year of Death RMD

with No Comments

The required IRA distribution in the year the account owner dies is called a Year of Death RMD.

The Complete Guide to Planned and Charitable Giving

with No Comments

Taking these few extra steps can maximize your gift’s benefit to both you and the recipient.

See More Best Of

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