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Investment Methods

Prairie Eco-Thrifter

This was prior to internet days, so he had stacks and stacks of Wall Street Journals in his closet and did most of the charting by hand (although he was trying to learn the Basic programming language to do his charts on a very early computer.) Instead, they had to be sold within the 401K and the proceeds reinvested in the IRA.

401K 100
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How Long Should You Keep Financial Documents

Family Balance Sheet

Bank Statements - One nice thing (among many) about the electronic age is that banks keep statements online up to a couple of years. Our personal bank has statements online all the way back to 2006. Keep the quarterly statements for your 401k or other IRA accounts until you receive the annual statement.