Megan Marotta Russell is the Chief Operating Officer and an Investment Committee member for Marotta Wealth Management.
As Chief Operating Officer, Megan’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. Her writings have been featured and quoted in several publications across the country.
She has specialized in almost every service at the firm 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, Disney Villainous, and Tajemnicze Domostwo.
If you are interested in requesting articles for publication from Megan, you can fill out our Contact Form with the details.
Credentials
Accredited Portfolio Management Advisor℠
The APMA® program is a graduate-level designation program that provides hands-on practice in analyzing investment policy statements, building portfolios, and making asset allocation decisions including determining sell, hold, and buy decisions within a client’s portfolio.
For more information about this designation, see the College for Financial Planning website.
Specialties
Latest Articles
How Do You Report Qualified Withdrawals from Roth Contribution Basis?
To take advantage of tax-free penalty-free Roth withdrawals of contribution basis, you need to keep careful records of your Roth contributions.
Q&A: Can I Fund My HSA with Appreciated Stock?
Sadly, the IRS is very clear about this; contributions must be cash.
#BestOf2020 Should I Pull Out of the Stock Market Now?
A timeless question with a consistent answer, this article helps you determine if your asset allocation is appropriate enough that you should continue to stay the course.
Recent Best of Articles
Pay Your State Tax By Donating to Charity
If you have a tax credit eligible charity where you like their work better than the state government, then consider redirecting your state tax to fund the charity instead.
The Full Complexity of All Required Minimum Distribution Divisors Explained (2020 Update)
The SECURE Act of 2019 changed several things, so here is an updated review of this complex subject.