Choosing Flexibility Over Guarantees

Written By Amber Ensberg

Case Study #3 | July 2026

This case examines how choosing the Boeing lump-sum option can create more flexibility around investments, Roth conversions, Social Security timing, taxes, long-term care, and legacy planning - while requiring the participant to take on more responsibility for managing retirement income.

Download Case #3 (PDF)
Amber Ensberg
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