In what order does the Cash Flow Planner use a household’s funding sources to pay for the household’s goals?

The Cash Flow Planner determines balance and fund availability and withdraws funds in order to minimize tax consequences. Funds are withdrawn in this order:  

1. Income from (a) Social Security, (b) Annuities and (c) Pensions
2. After-tax Savings/Income
3. Brokerage/Bank accounts
4. Retirement Accounts