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.

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

Q&A: Do I Need to File Schedule H for My Child’s Wages?
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I do not need to file Schedule H and imagine that most parent household employers also do not need to file this schedule.

CARES Act Creates a $300 Charitable Contribution Deduction for the Standard Deduction
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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
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Among the temporary measures, Congress waived required minimum distribution (RMD) requirements for only tax year 2020.

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Recent Best of Articles

How to Acquire Prepaid Schwab Cashiering Envelopes

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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

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No matter how small your savings, those small changes have large effects over time.

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