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How Long Should You Keep Financial Documents

Family Balance Sheet

AUGUST 17, 2011

Keep the quarterly statements for your 401k or other IRA accounts until you receive the annual statement. Liabilities - sub-files would be Auto Loan, Credit Card, Mortgage, Student Loan, etc. Check for any discrepancies. If there aren't any, shred the quarterly statements, but keep the yearly until you retire or close the account.

Home Improvement 153
Home Improvement Taxes Credit Cards Bills 153
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Carnival of Personal Finance #316- Family Edition

Prairie Eco-Thrifter

JULY 4, 2011

Families are our rock, our support system, and our fans. Ryan from The Financial Student talks about Getting Rid of Student Loans. Some people find themselves buried under student loan debt with little chance of ever paying it off. Crystal from Stupid Cents talks 401k Allocation and where to put your money.

Personal Finance 240
Personal Finance Finance Family Debt 240
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