Follow Courtney Fraser:

Wealth Manager, CFP®

Courtney Fraser is a Wealth Manager at Marotta Wealth Manager, specializing in retirement accounts, required minimum distributions, and Roth conversions.

Follow Megan Russell:

Chief Operating Officer, APMA®

Megan Russell has worked with Marotta Wealth Management most of her life. She loves to find ways to make the complexities of financial planning accessible to everyone. She is the author of over 700 financial articles. Her most popular post is "The Complete Guide to Your Washing Machine" while one of her favorites is "Funding a 3-Year-Old’s Roth IRA."