Austin Fey

Wealth Manager

Austin Fey is a Wealth Manager for Marotta Wealth Management. She specializes in giving appreciated stock to charity and designing asset allocations for employer-sponsored accounts with limited investment options. She is a regular contributor to our Marotta On Money articles, often giving advice to those just getting started in finance.

Austin holds a B.A. in Religious Studies from Erskine College. Before joining the firm in 2010, Austin worked at Trinity Presbyterian Church as the Assistant to Family Ministries.

She lives in Charlottesville with her husband, Ben, and enjoys singing and playing the piano.


Specialties


Latest Articles

When You Should Not Do a Backdoor Roth
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Like how diner coffee gets more bitter as the waitress tops off your cup with more coffee from the pot, so too the growth on your nondeductible assets increases your tax owed by decreasing the percent post-tax assets in your cup.

How to Readjust Your Retirement Plan
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Sometimes the change can be in a direction you did not expect.

Invest Even When Afraid
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You can’t invest for the future in the future. Don’t let your fear of the future ruin your future.

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Recent Best of Articles

How to Calculate Your RMD: a Uniform, Inherited, and Joint Divisor Calculator

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There are different tables and formulas used to calculate your RMD divisor based on your particular circumstances. Here is a calculator for the three most common.

Q&A: What’s My Roth Conversion Limit?

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The legal answer to this question is: there is no limit. The practical answer is: it depends on a number of things.

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