article thumbnail

How Long Should You Keep Financial Documents

Family Balance Sheet

Keep the quarterly statements for your 401k or other IRA accounts until you receive the annual statement. Keep records permanently for nondeductible contributions to an IRA to prove that you already paid taxes on this money when it is time to withdrawal. Check for any discrepancies. How long have you held on to your tax returns?

article thumbnail

Carnival of Financial Planning – Money Management Edition #241 – June 15, 2012

Prairie Eco-Thrifter

.” Sam Puri presents Optimistic Stats Hide Deeper Debt Problems posted at Credit Card Help Topics Real Estate Miss T. ” That concludes this edition. Submit your blog article to the next edition of Carnival of Financial Planning using our carnival submission form.

Money 124