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 writing 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.

As David John Marotta‘s daughter, 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

How to Budget for Emergencies: Pay Cut
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Whatever technique you use to smooth your income, providing for the possibility of having a sudden reduction in income can help your family self-ensure against this potential financial shock.

Q&A: Can I Still Use a QCD to Get State Tax Credits?
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If a portion of your charitable gift is nondeductible, then no portion of the gift can be counted as a Qualified Charitable Distribution. But there is one accepted loophole for QCDs.

State Tax Credits: Navigating the New IRS Rules to Find Tax Savings
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This June, the IRS came out with their final ruling on how charitable gifts to receive state tax credits will be handled. This is how the strategy works now.

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Recent Best of Articles

Best Practices for Your Estate Plan’s Tangible Property List

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“I may leave a list or other written statement expressing how I wish certain items of my tangible property to be distributed.” But how do I do that?

How to Budget for Emergencies (The Series)

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It is possible to be prepared for financial emergencies by living 10% more frugally and saving for the inevitable eventuality.

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