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What to keep & for how long
Document Filing Time Notes
Tax Documents
7 years Download IRS Record Keeping for Individuals form for additionalinformation
Investment Records
As long as you own them +7 years Check with your accountant. In mostcases you will need them as long as youown the securities, plus another 7 years(for IRS proof of capital gains and losses)
Bank Statements
30 days Generally you just need these statementsto verify accuracy. These forms are alsoavailable online or by request from your bank so there is no need to save them.
Retirement Plan Statements
1-2 Years Generally only needed for Tax purposes.Keep Roth ORA statements until youretire so that you can prove your contributions if necessary.
Credit Card Statements
30-days Save them to verify accuracy and thenimmediately SHRED afterwards. If necessary you can request copies of your statement from your bank. Only savestatements if you think you will needthem for reimbursements you have yet toreceive, but again, you can always
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