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.
Megan’s writings have been featured and quoted in several publications across the country. If you are interested in requesting articles for publication from Megan, you can fill out our Contact Form with the details.
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 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
CARES Act Creates a $300 Charitable Contribution Deduction for the Standard Deduction
Congress enabled those who are taking the standard deduction to deduct $300 of charitable giving if they do not itemize.
If You Act Fast, You Can Undo Your 2020 RMD Thanks to the CARES Act
Among the temporary measures, Congress waived required minimum distribution (RMD) requirements for only tax year 2020.
Funding a 3-Year-Old’s Roth IRA
My daughter was employed at her first job, earned her first income, and was able to fund her Roth IRA for the first time.
Recent Best of Articles
How to Acquire Prepaid Schwab Cashiering Envelopes
Unfortunately, you must order cashiering envelopes directly from a Schwab agent. Here’s how you do it.
Save More Even If It Is Less Than You Should
No matter how small your savings, those small changes have large effects over time.