Megan Russell

Chief Operating Officer, CFP®, APMA®

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 lead 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 & Memberships

CERTIFIED FINANCIAL PLANNER™

The CFP® certification is the recognized standard of excellence for competent and ethical personal financial planning.

For more information about this designation, see the CFP Board website.

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.

NAPFA-Registered Financial Advisor

This membership represents the highest standard of fiduciary duty in the financial services industry.

For more information about this membership, see the National Association of Personal Financial Advisors.


Specialties

 


Latest Articles

A Closer Look at Net Investment Income Tax (NIIT)
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The 3.8% Net Investment Income Tax (NIIT) is a Medicare contribution tax on investment income.

#TBT Three Reasons To Engage In Gift Giving
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The holiday cliché is to complain about hyper-materialism, but according to anthropologists, gifts and gift giving help shape our identities.

Freedom Investing in Review (December 2023)
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This quarter, we saw that in 1-year returns using the dynamic tilt and ending December 31, 2023, Developed Freedom Investing had a -4.21% disadvantage, Emerging Market Freedom Investing had a +4.78% advantage, and Overall Freedom Investing had a -1.46% disadvantage.

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Recent Best of Articles

The Complete Guide to IRA Contributions and Withdrawals

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Individual retirement accounts (IRAs) are one of the most important account types, and understanding the difference between Roth and traditional contributions and withdrawals is foundational to tax planning.

In Roth Conversions, Reducing Your RMD is One of the Benefits

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Required minimum distributions are taxed as taxable income, the same as other types of traditional IRA withdrawals and Roth conversions.

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