How Long Should You Keep Financial Documents
Family Balance Sheet
AUGUST 17, 2011
Our personal bank has statements online all the way back to 2006. Retirement/ Savings/Brokerage Statements -. Some examples: Assets - with sub-files like your checking, savings, retirement, etc. Bank Statements - One nice thing (among many) about the electronic age is that banks keep statements online up to a couple of years.
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