Boeing Pension:

Lump Sum vs. Annuity vs. Survivorship

Crystal Oculee

Certified Tax Specialist®
Certified Income Specialist®
National Social Security Advisor®
Certified Estate and Trust Specialist®
Certified Annuity Specialist®
Certified Fund Specialist®

Do you need help with your pension or other retirement assets?

Feel free to reach out and schedule a complimentary strategy session.

We will go over your situation and help you understand your Boeing pension plan as well as your other assets. Some of the topics we can go over.

These are just the tip of the iceberg. Each situation is unique. There’s no one-size-fits-all solution. Schedule a complimentary check up to receive a customized analysis on your portfolio.

Which option should I take: lump sum payout or monthly income?
If I choose the monthly income option, do I choose single, joint, 10-year certain, 20-year certain, etc.?
I was laid off. What do I do?
Can I retire soon?
What are the tax consequences?

These are just the tip of the iceberg. Each situation is unique. There’s no one-size-fits-all solution. Schedule a complimentary check up to receive a customized analysis on your portfolio.

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