I have two questions for the community.
1. When setting up a Roth pipeline, how does one document that the withdrawals are from 5-year-old Roth contributions, not gains? I switched brokerage companies a few years ago and no longer have the old records.
2. Do services like Mint still work if you're required to input a number from a key fob as part of your password every time you login to one of your investment accounts?
I appreciate any help or guidance. Thank you in advance.