Ruth Erb
Founder @Money Tree Tax & Insurance Strategies
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WORK HISTORY
Founder @Money Tree Tax & Insurance Strategies
I work with high-income professionals and executives to design tax-aware retirement income strategies focused on clarity, control, and long-term confidence.My work centers on retirement distribution planning rather than accumulation, with an emphasis on how guaranteed income, tax-efficient strategies, and growth can be structured together to support retirement objectives over time.My practice is strategy-first, integrating insurance-based solutions such as Indexed Universal Life (IUL) and annuities as planning tools within a broader retirement income and tax-efficiency framework.Clients typically engage around questions such as:• How will taxes affect retirement income over time?• How can predictable income be created without taking unnecessary risk?• How should growth, protection, and flexibility be balanced within a retirement strategy?My approach is educational and personalized, designed to support informed decision-making in an increasingly complex and evolving tax environment.
EDUCATION
Florida International University - College of Business
BBA, International Business and Management
University of Maryland
Master of Science (MS), Accounting and Business/Management
ABOUT RUTH ERB
As the founder of Money Tree Tax & Insurance Strategies since September 2024, I specialize in designing tax-aware retirement income strategies for high-income professionals and executives. My work prioritizes clarity, control, and confidence in structuring retirement distribution plans that integrate guaranteed income, tax-efficient solutions, and growth to align with long-term financial goals. With over 15 years of experience, my expertise spans tax advisory, tax-efficient planning, and life insurance solutions, including Indexed Universal Life (IUL) and annuities. My mission is to empower clients with effective strategies to navigate complex tax scenarios and optimize financial security during retirement.
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