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.

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 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.

When she isn’t working, Megan is a collector of games. Some favorites include Pathfinder, Forbidden Desert, Ghooost!, and Tajemnicze Domostwo.

Megan holds a B.A. in Cognitive Science from the University of Virginia and lives in Charlottesville with her husband and daughter.


Specialties

 


Latest Articles

Radio: Success and Significance in Retirement
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On Tuesday, April 9, 2018, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss how to achieve success and significance in retirement by both adequately savings for retirement and finding fulfillment during that period of your life.

Cloth Diapers: A Lesson in Investing
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This isn’t the kind of article you think it is. My daughter wore disposable diapers.

Q&A: Can I do backdoor Roth and an IRA Rollover in the same year?
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This person has no IRA balance, but is about to get one with an IRA Rollover. So the question is one of timing: can they do the IRA Rollover after the nondeductible contribution has already been converted so that their cream and coffee never mix?

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Recent Best of Articles

Getting Started as an Executor

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This is intended to be a brief overview of what you should do once you realize you are overseeing an estate.

Your Estate Plan Might Disadvantage Your Heir’s Cost Basis

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Is what I’m accomplishing here worth sacrificing the step up in basis? If it is not, perhaps there is a better way to implement your estate wishes.

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