Where Should You Pull Funds From First in Retirement?

Most people deal with one income source while working—their paycheck. In retirement, that changes to a complex web of Social Security, pensions and various investment accounts. Lance Miller, CFP®, explains how to navigate these moving parts to create a tax-efficient retirement paycheck.

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 February 17, 2026, and may change as subsequent conditions vary. Investments involve risks

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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 February 17, 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.