What is the order of how income and investments are used for expenses in retirement?
When the primary plan participant is retired, expenses are funded in the following order:
Salary from a spouse/partner who is still working
Required minimum distributions
Deferred compensation payments
Income from entries in the Additional Cash Inflows section
Investment growth and principal from taxable and tax-advantaged accounts first, then non-qualified accounts, and finally qualified tax-deferred accounts. However, within those sections, you can control the order of withdrawal.