The Retirement Plan I'd Build at 65 with 2 Million

When it comes to building a retirement plan with $2 million, the focus shifts from growth to protecting your savings, minimizing taxes, and creating a reliable income stream. Lance Miller, CFP®, walks you through the exact retirement framework he would build at age 65 to ensure steady cash flow, manage market risk, and avoid costly tax mistakes.

At Compass Wealth Management, we help clients create customized retirement strategies that secure income, reduce tax liabilities, and provide peace of mind for the future.

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Disclosures

This material is not intended to be relied on as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of March 18, 2026, and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Compass Wealth Management to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. Past performance is no guarantee of future results. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader. Investments involve risks.