Changing The Order Of Withdrawal
How do I change the order in which funds are withdrawn from my investment accounts?
If the program needs to use investment income and/or principal it will use money from the Taxable & Tax-Advantaged accounts first, then Non-Qualified accounts, then Qualified Tax-Deferred accounts last. However, within those sections you can control the order of withdrawal by clicking on the re-order icon and then dragging and dropping rows as you see in the screenshot below.
