Remove 401K Remove Banking Remove Real Estate Remove Taxes
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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. This final number will help to lower your capital gains tax. You'll need proof of gains or losses at tax time.

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Carnival of Financial Planning – Money Management Edition #231

Prairie Eco-Thrifter

PFP presents Investment Asset Tax Location posted at Pasadena Financial Planner , saying, ” As you move your cash, bond, and stock financial assets into lower cost, more broadly diversified investment mutual funds and/or ETFs, you should also consider how to “locate” your investment asset allocation with respect to more optimal taxation.

Money 133
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Carnival of Financial Planning – Money Management Edition #236 – May 11, 2012

Prairie Eco-Thrifter

PFP presents Investment Tax Management posted at Pasadena Financial Planner , saying, ” As you move your cash, bond, and stock financial assets into lower cost, more broadly diversified investment mutual funds and/or ETFs, you should also consider how to “locate” your investment asset allocation with respect to more optimal taxation.”

Money 113
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Carnival of Financial Planning – Money Management Edition #241 – June 15, 2012

Prairie Eco-Thrifter

PFP presents Tax Management posted at Pasadena Financial Advisor , saying, ” You should also consider how to “locate” your investment asset allocation with respect to more optimal taxation.” Without insurance, this could literally break the bank for many people. This expense is usually well worth the trade.

Money 124