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How Long To Keep Financial Records | Bankrate.com


Apr 10, 2015 ... Here's a list of financial records and an explanation of how long to ... how long you should keep personal finance and investment records on file ...

How Long to Keep Documents Before Shredding Them


And what is the best way to safeguard all that personal data? ... You should also keep permanent records of major financial events such as legal filings or ... A good rule of thumb on how long to keep documents: If a document verifies a piece of ...

What records to keep and how long to keep them - CreditCards.com


This is the time to create a system to organize your financial records that will make the whole ... anything that contains more personal information than you can find in the phone book. ... (See chart: What records to keep, how long to keep them.) ...

Paper Records: What to Toss, What to Keep - Kiplinger


Jan 31, 2010 ... You also need to save records pertaining to your house as long as you live in it. ... Daily money managers tend to have a background in accounting, finance or law, and they make .... Subscribe to Kiplinger's Personal Finance ...

Record, Paperwork and File Keeping | Clark Howard


Jan 1, 2016 ... Clark Howard shows you how long to keep your personal files and records on hand.

How Long Do You Have To Keep Your Statements? (In Depth - 2015)


And how long should you keep bank statements before throwing them away? ... All that said, many people do not need to retain all financial statements “forever.

Keep Your Financial Records No Longer Than You Must - The New ...


Mar 24, 2010 ... Retain Your Records No Longer Than You Must ... I'VE long been a pack rat when it comes to saving financial documents. I have a file cabinet ...

Keeping Family/Household Records - Consumer Information Center


How do they decide where to store and keep such records and papers? ... divorce or separation, children reaching legal age, a long illness, a lawsuit, a natural disaster, loss of a job, ... Some of your important papers, such as investments, are of a business or financial nature. ... A system for personal records is a necessity.

How Long Should I Hold On To My Old Bills & Other Documents ...


Jun 15, 2014 ... The digital world can help you save time, be more organized and cut down ... Hold on to your annual statements as long as you have assets in the accounts. .... Tagged With: how to not suck, htns, personal finance, tax returns.

How Long Should I Keep Financial and Tax Records? - Forbes


Jan 26, 2014 ... First, retain a paper copy or receipt of any tax-relevant financial ... As a result, just keep your statements long enough to reconcile your account.

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How Long to Keep Tax Records and Other Documents - Consumer ...


Mar 21, 2016 ... And if you have already filed your taxes, you'll want to know how long to keep tax records and other financial papers in case you're audited.

How long should I keep records? - IRS.gov


May 13, 2016 ... Generally, you must keep your records that support an item of income, deduction or credit shown on your tax return until the period of limitations ...

Managing Debt - Suze Orman


Financial Clutter, What To Keep And What To Get Rid Of ... keep for 3 years); Bank Statements (Unless needed for tax purposes and then you need to keep for 3 ...