Taxes in Retirement | Guide to Saving Thousands

Taxes are one of the most overlooked parts of retirement income planning. In this video, Lance Miller, CFP® explains how different income sources like IRAs, brokerage accounts, and Social Security are taxed and why the order and mix of withdrawals matter more than most people realize.

You’ll also see a comparison of two income strategies that shows how proper planning can lead to meaningful tax savings.

At Compass, we specialize in designing retirement income strategies that balance tax efficiency with real-life flexibility and peace of mind.

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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 October 14, 2025, 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.