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I connected my Apex account to ALM, selected the Fortuna Algo, entered all the info (risk, loss,profit,etc.) based on the documents provided, submitted the form, and today every trade that it tries to take it cancels out immediately. Anyone know the cause/How to fix it?

The decade between early retirement and your mandatory distributions is one of the most valuable tax-planning windows you’ll ever have. This week we talk Roth Conversions, and why you may want to consider paying taxes now versus later.

I cant get the software recognize my Lucid accounts. They have been in the system since last Thursday. They are there in the evening. They were there at 0800 est this morning, but the second it comes time for the Algo to turn on, they disappear. Full disclosure, the first time I entered the accounts, I did not put in a nickname so the lucid accounts are there in the evenings but I have to click the blank spot in the “connections” tab to access them. I think the algo sees the blank so doesn’t accept it. I see no way to edit the connection names and reentering them attempting to add to nickname doesn’t work, the software just loads them again using the blank nickname. How can I fix this?

Is 85% of your Social Security going to be taxable in retirement? This week we talk about the hidden mechanism that can make traditional 401(k) balances significantly more "expensive" than they appear on your monthly statement.