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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.

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Carnival of Financial Planning – Money Management Edition #236 – May 11, 2012

Prairie Eco-Thrifter

After all it was not the people who caused the problem so why should they suffer while the banks get off scot-free? Larry presents Identity theft protection posted at Objective Financial Planner , saying, “As a threat to your financial security, you should take the potential for identity theft very seriously.

Money 113
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Carnival of Financial Planning – Money Management Edition #231

Prairie Eco-Thrifter

Bob presents 401k Hardship Distributions: What you need to know posted at ChristianPF , saying, “Hopefully you don’t know what hardship distributions and hopefully you will never need to know. The key is to finding out what they are, then determining which are marketable! Insurance and Risk.

Money 133